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iShares Russell Mid-Cap Growth ETF
IWP

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: 34 → 44 (+10)

23% more capital invested

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

12% more funds holding

Funds holding: 1,017 → 1,134 (+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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$923M
2
AIA
Angeles Investment Advisors
California
+$80.4M
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$49.6M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$48.3M
5
FCBT
First Citizens Bank & Trust
North Carolina
+$46.5M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$61.2M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$29.3M
3
IAIM
International Assets Investment Management
Florida
-$27.5M
4
Prudential Financial
Prudential Financial
New Jersey
-$25.4M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$23.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fisher Asset Management
826
Fisher Asset Management
Washington
$264K +$35K +275 +15%
NAS
827
NWF Advisory Services
California
$264K -$140K -1,101 -35%
T
828
Transce3nd
Texas
$264K +$264K +2,073 New
IA
829
Insight Advisors
Pennsylvania
$264K – – –
BMCM
830
Bryn Mawr Capital Management
Pennsylvania
$264K – – –
GC
831
Garde Capital
Washington
$263K – – –
RIM
832
Rockbridge Investment Management
New York
$263K – – –
KAS
833
KPP Advisory Services
Kentucky
$262K – – –
KJHP
834
K.J. Harrison & Partners
Ontario, Canada
$262K +$261K +2,052 New
FWMM
835
Foundation Wealth Management (Missouri)
Missouri
$260K – – –
BFA
836
Beacon Financial Advisory
Ohio
$260K +$254 +2 +0.1%
CIBC World Market
837
CIBC World Market
Ontario, Canada
$259K – – –
TPA
838
Trivium Point Advisory
Connecticut
$257K -$254 -2 -0.1%
PGA
839
Portland Global Advisors
Maine
$257K – – –
FHA
840
Flagship Harbor Advisors
Massachusetts
$255K -$4.96K -39 -2%
SWP
841
Sagespring Wealth Partners
Tennessee
$255K +$256K +2,010 New
MHWM
842
Montz Harcus Wealth Management
Louisiana
$255K +$254 +2 +0.1%
SVWG
843
Shared Vision Wealth Group
United States
$255K – – –
KWS
844
Keystone Wealth Services
California
$249K +$2.67K +21 +1%
KCPT
845
Kingstone Capital Partners Texas
Texas
$248K +$248K +1,954 New
EFA
846
Edge Financial Advisors
Illinois
$248K -$3.18K -25 -1%
SC
847
Scotia Capital
Ontario, Canada
$246K – – –
VWA
848
Visionary Wealth Advisors
Illinois
$245K -$14.5K -114 -6%
VBWMG
849
Von Berge Wealth Management Group
California
$245K – – –
PWMAG
850
Pinnacle Wealth Management Advisory Group
New Jersey
$244K -$16.5K -130 -6%
32 33
34
35 36

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.