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iShares Russell Mid-Cap Growth ETF

1,134 hedge funds and large institutions have $13B invested in iShares Russell Mid-Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 173 funds opening new positions, 330 increasing their positions, 327 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

528% more call options, than puts

Call options by funds: $10.7M | Put options by funds: $1.71M

458% more first-time investments, than exits

New positions opened: 173 | Existing positions closed: 31

29% more funds holding in top 10

Funds holding in top 10: 3444 (+10)

23% more capital invested

Capital invested by funds: $10.5B → $13B (+$2.47B)

12% more funds holding

Funds holding: 1,0171,134 (+117)

3.65% more ownership

Funds ownership: 70.41%74.06% (+3.7%)

1% more repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 327

Holders
1,134
Holders Change
+117
Holders Change %
+11.5%
% of All Funds
14.94%
Holding in Top 10
44
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+29.41%
% of All Funds
0.58%
New
173
Increased
330
Reduced
327
Closed
31
Calls
$10.7M
Puts
$1.71M
Net Calls
+$9.04M
Net Calls Change
+$2.65M
Name Holding Trade Value Shares
Change
Change in
Stake
CF
801
Centaurus Financial
California
$283K -$1.91K -15 -0.7%
FP
802
Financial Perspectives
Minnesota
$282K -$5.21K -41 -2%
BW
803
BostonPremier Wealth
Massachusetts
$282K +$283K +2,223 New
PSF
804
Pacific Sun Financial
California
$281K -$7.63K -60 -3%
DPI
805
Diversified Portfolios Inc
Michigan
$280K +$281K +2,207 New
MP
806
McDonald Partners
Ohio
$279K
SFS
807
Stiles Financial Services
Minnesota
$279K
CA
808
CGN Advisors
Kansas
$278K +$12.6K +99 +5%
SJGA
809
Stephen J. Garry & Associates
New York
$277K
PCMC
810
Private Capital Management (Colorado)
Colorado
$277K
SIA
811
Schechter Investment Advisors
Michigan
$277K
BCG
812
Breakwater Capital Group
New Jersey
$275K -$3.05K -24 -1%
AWMG
813
Alliance Wealth Management Group
New Jersey
$273K
BFPW
814
BOK Financial Private Wealth
Colorado
$273K +$58.5K +460 +27%
LWM
815
LJI Wealth Management
Indiana
$273K -$184K -1,447 -40%
FSA
816
Financial Sense Advisors
California
$270K +$14.7K +116 +6%
DIP
817
DT Investment Partners
Pennsylvania
$269K -$9.28K -73 -3%
EBSAM
818
Eubel Brady & Suttman Asset Management
Ohio
$269K
BFW
819
Brady Family Wealth
Missouri
$268K
AIA
820
Arbor Investment Advisors
North Carolina
$266K
Millennium Management
821
Millennium Management
New York
$266K -$764K -6,007 -74%
BFM
822
Broadview Financial Management
Wisconsin
$265K
1CP
823
17 Capital Partners
Arizona
$265K
CAM
824
Cozad Asset Management
Illinois
$265K
IC
825
Iconiq Capital
California
$265K +$265K +2,087 New

IWP Hedge Fund Activity: Q4 2024 in Review

1,134 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q4 2024, worth a combined $13B — up 23% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 173 funds opened new IWP positions and 31 closed out — a net gain of 142 holders — while 330 added to existing stakes and 327 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $923M. The largest seller was Wellington Management Group, exiting entirely with an estimated $61.2M sold.

  • 1,134 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q4 2024, up from 1,017 in Q3 2024.
  • Funds reported $13B of iShares Russell Mid-Cap Growth ETF stock for Q4 2024, up 23% quarter-over-quarter.
  • 173 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q4 2024 and 31 closed out, a net change of +142 holders.
  • The largest iShares Russell Mid-Cap Growth ETF buyer in Q4 2024 was Morgan Stanley, an estimated $923M added.
  • The largest iShares Russell Mid-Cap Growth ETF seller in Q4 2024 was Wellington Management Group, an estimated $61.2M sold.

Based on aggregated 13F filings for Q4 2024.