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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
IFWM
901
Institute for Wealth Management
Colorado
$213K +$213K +1,679 New
MA
902
MAS Advisors
Florida
$213K -$213K -1,678 -50%
AIM
903
Acropolis Investment Management
Missouri
$212K +$14.1K +111 +7%
SIC
904
Salem Investment Counselors
North Carolina
$212K – – –
SWM
905
Sugarloaf Wealth Management
Georgia
$211K – – –
EAM
906
Evanson Asset Management
California
$211K +$211K +1,662 New
Westfield Capital Management
907
Westfield Capital Management
Massachusetts
$210K -$102K -803 -33%
TCPG
908
Trivant Custom Portfolio Group
California
$210K – – –
EIA
909
Edgemoor Investment Advisors
Maryland
$210K +$211K +1,660 New
FWM
910
Foguth Wealth Management
Michigan
$210K +$197K +1,549 New
KHCM
911
Kirtland Hills Capital Management
Ohio
$210K +$211K +1,658 New
BCM
912
Buckhead Capital Management
Georgia
$210K +$211K +1,657 New
BIP
913
Blueprint Investment Partners
North Carolina
$209K +$210K +1,650 New
OC
914
Oakworth Capital
Alabama
$208K – – –
SIA
915
Summit Investment Advisors
Maryland
$207K +$191K +1,499 New
AIM
916
Athena Investment Management
California
$206K +$206K +1,624 New
AG
917
Ascent Group
Virginia
$205K +$205K +1,615 New
SAM
918
Secure Asset Management
Michigan
$204K +$205K +1,613 New
TCG
919
Transcendent Capital Group
Oklahoma
$201K +$7.63K +60 +4%
DSC
920
Duncker Streett & Co
Missouri
$195K – – –
DRP
921
Decker Retirement Planning
Utah
$192K +$192K +1,512 New
PLU
922
Performa Ltd (US)
South Carolina
$184K +$381 +3 +0.2%
MIA
923
Milestone Investment Advisors
Wisconsin
$179K – – –
SWA
924
SOA Wealth Advisors
New York
$178K +$127 +1 +0.1%
RFG
925
REAP Financial Group
Texas
$177K -$18.3K -144 -9%
35 36
37
38 39

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.