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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
SIAG
851
Safeguard Investment Advisory Group
California
$244K -$1.27K -10 -0.5%
WMA
852
West Michigan Advisors
Michigan
$244K -$3.31K -26 -1%
TSS
853
Two Sigma Securities
New York
$243K -$84.2K -662 -26%
Empower Advisory Group
854
Empower Advisory Group
Colorado
$243K -$46.4K -365 -16%
KA
855
Kovack Advisors
Florida
$240K +$4.07K +32 +2%
Fayez Sarofim & Co
856
Fayez Sarofim & Co
Texas
$240K
CFG
857
Clayton Financial Group
Missouri
$240K -$53.8K -423 -18%
NRI
858
NFP Retirement Inc
California
$240K -$4.07K -32 -2%
IPW
859
Impact Partnership Wealth
Georgia
$239K +$240K +1,886 New
RBFC
860
Roman Butler Fullerton & Co
Missouri
$238K +$127 +1 +0.1%
TFO
861
Timonier Family Office
North Carolina
$236K +$237K +1,862 New
BBW
862
Blue Barn Wealth
Utah
$236K
ASBI
863
American State Bank (Iowa)
Iowa
$236K
CWM
864
CCG Wealth Management
California
$236K
WCM
865
Windsor Capital Management
Arizona
$235K
PVAMC
866
PPS&V Asset Management Consultants
Michigan
$235K
LSAG
867
Lake Street Advisors Group
New Hampshire
$233K
Chevy Chase Trust
868
Chevy Chase Trust
Maryland
$232K +$233K +1,832 New
PTC
869
Philadelphia Trust Company
Pennsylvania
$231K
SRWM
870
Shira Ridge Wealth Management
California
$231K -$1.14K -9 -0.5%
WC
871
Waterloo Capital
Texas
$231K
PL
872
Plancorp LLC
Missouri
$231K -$13K -102 -5%
LTAS
873
Linden Thomas Advisory Services
North Carolina
$230K +$231K +1,817 New
HCM
874
Hollencrest Capital Management
California
$230K -$5.72K -45 -2%
BTI
875
Blue Trust Inc
Georgia
$230K -$80K -629 -26%

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.