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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
TH
1001
TCTC Holdings
Texas
$69.7K
HR
1002
Howe & Rusling
New York
$68.4K +$8.64K +68 +14%
BONH
1003
Bank of New Hampshire
New Hampshire
$64.9K
PS
1004
Pinney & Scofield
Massachusetts
$64.5K +$64.7K +509 New
ADL
1005
Asset Dedication LLC
California
$63.8K
CPA
1006
Compass Planning Associates
Massachusetts
$63.1K +$63.3K +498 New
CB
1007
Centennial Bank
Arkansas
$63K +$26.3K +207 +71%
OA
1008
Operose Advisors
Wisconsin
$62.9K
GWS
1009
Glassman Wealth Services
Virginia
$62.6K
CA
1010
CoreCap Advisors
Michigan
$61K +$30.1K +237 +97%
HPIA
1011
Hamilton Point Investment Advisors
North Carolina
$59.8K
HWM
1012
HighMark Wealth Management
Minnesota
$59.5K +$8.9K +70 +18%
AA
1013
AlphaMark Advisors
Kentucky
$59K
AP
1014
Atwood & Palmer
Missouri
$58.3K
MFC
1015
Mechanics Financial Corp
Ohio
$57.8K
KB
1016
Kimelman & Baird
New York
$54.2K
BWM
1017
Bernard Wealth Management
Michigan
$54.2K +$54.4K +428 New
WI
1018
Wintrust Investments
Illinois
$54K -$7.75K -61 -13%
HWM
1019
Horizons Wealth Management
North Carolina
$54K
ACA
1020
Aptus Capital Advisors
Alabama
$53.1K -$10.7K -84 -17%
CMP
1021
Coston McIsaac & Partners
Maine
$51K
WTFG
1022
Wood Tarver Financial Group
Idaho
$50K +$51K +401 New
EBA
1023
Eagle Bay Advisors
New York
$49.7K +$36K +283 +260%
MWA
1024
Medallion Wealth Advisors
Connecticut
$49.3K +$53.4K +420 New
ITIM
1025
Indiana Trust & Investment Management
Indiana
$48.5K

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.