We are live on ! Find out more
IWP icon

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
IF
1026
Integrity Financial
Wyoming
$48.5K
NBT
1027
Northwest Bank & Trust
Iowa
$46.3K
RWPA
1028
Richard W. Paul & Associates
Michigan
$45K
KWAG
1029
Kiely Wealth Advisory Group
North Carolina
$42.8K
CWP
1030
Concord Wealth Partners
Virginia
$41.6K -$254 -2 -0.6%
PAI
1031
Pittenger & Anderson Inc
Nebraska
$40.6K
WBC
1032
West Branch Capital
Massachusetts
$39.9K +$6.99K +55 +21%
MWM
1033
Mascoma Wealth Management
New Hampshire
$39.8K +$18.6K +146 +87%
RFS
1034
Richardson Financial Services
Massachusetts
$38.8K
IIL
1035
Insight Inv LLC
California
$37.8K +$37.9K +298 New
ATC
1036
Adirondack Trust Company
New York
$37.5K
CIA
1037
Cape Investment Advisory
Georgia
$36.9K +$5.72K +45 +18%
RFA
1038
Register Financial Advisors
Georgia
$36K
SAM
1039
Smartleaf Asset Management
Massachusetts
$34.8K
JFA
1040
JNBA Financial Advisors
Minnesota
$33.8K -$4.32K -34 -11%
SR
1041
Syntax Research
Florida
$33.2K
ACM
1042
Anfield Capital Management
California
$32.7K
FFA
1043
Founders Financial Alliance
North Carolina
$32.5K +$127 +1 +0.4%
AW
1044
Avion Wealth
Texas
$31K
FGC
1045
Financial Gravity Companies
Texas
$30.4K
TPW
1046
Talon Private Wealth
Florida
$30.2K
EPAM
1047
Evelyn Partners Asset Management
$28.4K +$28.5K +224 New
LWANC
1048
Laurel Wealth Advisors (North Carolina)
North Carolina
$28.1K
PP
1049
PrairieView Partners
Minnesota
$28K +$12.7K +100 +80%
DFA
1050
DHJJ Financial Advisors
Illinois
$26.9K +$127 +1 +0.5%

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.