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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
HFS
76
Hantz Financial Services
Michigan
$20.5M -$12.8M -100,336 -38%
Northern Trust
77
Northern Trust
Illinois
$20.3M +$992K +7,805 +5%
FWP
78
Falcon Wealth Planning
California
$20.1M +$174K +1,371 +0.9%
BCIM
79
Bishop & Co Investment Management
Pennsylvania
$19.5M -$75.9K -597 -0.4%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$19.5M +$44.6K +351 +0.2%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$19M +$3.87M +30,434 +26%
WA
82
Waverly Advisors
Alabama
$18.8M +$8.63M +67,898 +85%
SF
83
Synovus Financial
Georgia
$18.3M -$553K -4,351 -3%
EWA
84
EP Wealth Advisors
California
$17.7M +$156K +1,227 +0.9%
LFWA
85
LBJ Family Wealth Advisors
Texas
$17.3M -$165K -1,296 -0.9%
FWM
86
FSA Wealth Management
Massachusetts
$17.3M -$421K -3,313 -2%
HH
87
HWG Holdings
Texas
$17M +$15M +117,712 +722%
BF
88
BOK Financial
Oklahoma
$17M +$103K +814 +0.6%
CWM
89
Congress Wealth Management
Massachusetts
$16.9M +$15.3M +119,981 +874%
PAG
90
Private Advisor Group
New Jersey
$16.8M -$517K -4,065 -3%
Natixis Advisors
91
Natixis Advisors
Massachusetts
$16.7M -$1.39M -10,950 -8%
MFIM
92
Mesirow Financial Investment Management
Illinois
$16.7M +$5.49M +43,181 +49%
KPWS
93
Kestra Private Wealth Services
Texas
$16.7M +$233K +1,831 +1%
BOH
94
Bank of Hawaii
Hawaii
$16.7M +$11.8M +93,210 +244%
HCA
95
Heck Capital Advisors
Wisconsin
$16.6M +$6.95M +54,702 +72%
Stifel Financial
96
Stifel Financial
Missouri
$16.4M -$1.81M -14,255 -10%
WANY
97
Wealthspire Advisors (New York)
New York
$16.1M +$553K +4,349 +4%
KAS
98
Kestra Advisory Services
Texas
$15.7M +$62.7K +493 +0.4%
FMWA
99
Forvis Mazars Wealth Advisors
Missouri
$15.7M -$2.14M -16,822 -12%
MCM
100
MAI Capital Management
Ohio
$15.6M +$1.18M +9,286 +8%

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.