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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
LRWM
876
Lord & Richards Wealth Management
Colorado
$229K +$230K +1,807 New
WP
877
WMS Partners
Maryland
$229K
AA
878
Auxano Advisors
Washington
$229K
CAG
879
Centerpoint Advisory Group
Kansas
$228K +$229K +1,800 New
AQR Capital Management
880
AQR Capital Management
Connecticut
$227K +$228K +1,794 New
NFA
881
Northwest Financial Advisors
Virginia
$227K +$176K +1,381 +339%
BHWM
882
Bar Harbor Wealth Management
New Hampshire
$223K
MMG
883
Monetary Management Group
Missouri
$222K
OWMIAS
884
One Wealth Management Investment & Advisory Services
Florida
$221K
SIC
885
Sigma Investment Counselors
Michigan
$221K
CCA
886
Cobblestone Capital Advisors
New York
$221K
CCA
887
Cora Capital Advisors
New Jersey
$221K
TAM
888
TCP Asset Management
Ohio
$220K
FFA
889
Fortune Financial Advisors
Kansas
$220K +$221K +1,737 New
TW
890
TritonPoint Wealth
Maryland
$220K
FHB
891
First Hawaiian Bank
Hawaii
$220K
MWM
892
Maridea Wealth Management
New York
$219K +$220K +1,728 New
WTA
893
Washington Trust Advisors
Massachusetts
$219K +$109K +860 +100%
WPC
894
Wedmont Private Capital
Pennsylvania
$216K -$40.9K -322 -16%
HFS
895
HBC Financial Services
Washington
$215K
LAS
896
Lloyd Advisory Services
Georgia
$215K +$215K +1,694 New
FFM
897
Forum Financial Management
Illinois
$214K +$215K +1,691 New
LWL
898
Leo Wealth LLC
Texas
$214K +$214K +1,687 New
MAC
899
Mason & Associates (California)
California
$214K +$214K +1,686 New
HNWA
900
Henrickson Nauta Wealth Advisors
Michigan
$213K +$214K +1,683 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.