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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
PCTC
951
Perkins Coie Trust Company
Washington
$130K -$40.6K -319 -24%
SL
952
Salomon & Ludwin
Virginia
$130K -$2.67K -21 -2%
TC
953
Trust Company
Kansas
$129K
CF
954
Corebridge Financial
Texas
$127K -$102K -800 -44%
EWM
955
Evermay Wealth Management
Virginia
$127K
CWM
956
Copia Wealth Management
Oregon
$125K +$126K +989 New
USB
957
Union Savings Bank
Connecticut
$125K -$5.85K -46 -4%
FWM
958
FLP Wealth Management
Arkansas
$124K +$125K +980 New
WT
959
Washington Trust
Rhode Island
$121K
MCM
960
MidAtlantic Capital Management
Virginia
$116K
BFS
961
Bare Financial Services
Pennsylvania
$115K -$23.5K -185 -17%
GWSG
962
GPS Wealth Strategies Group
Colorado
$115K +$127 +1 +0.1%
MPCG
963
Matrix Private Capital Group
New York
$114K -$11.4K -90 -9%
RAM
964
Ramirez Asset Management
New York
$114K
OP
965
ORG Partners
Indiana
$113K +$8.39K +66 +8%
MPWT
966
MassMutual Private Wealth & Trust
Connecticut
$110K +$4.83K +38 +5%
SIS
967
Sound Income Strategies
Florida
$110K +$27.8K +219 +34%
PA
968
PSI Advisors
Florida
$106K +$127 +1 +0.1%
RIA
969
Realta Investment Advisors
Delaware
$102K +$98.8K +777 +11,100%
CTA
970
Colonial Trust Advisors
South Carolina
$101K
SN
971
Sittner & Nelson
Oregon
$101K
DWM
972
Darwin Wealth Management
Florida
$99.9K -$8.39K -66 -8%
SWP
973
SIMA Wealth Partners
Virginia
$98.2K
PB
974
Pinnacle Bancorp
Nebraska
$98K
KHC
975
Koesten Hirschmann & Crabtree
Kansas
$97.9K

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.