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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
NWM
1051
Nova Wealth Management
Florida
$26.9K +$26.9K +212 New
BTD
1052
BankPlus Trust Department
Mississippi
$26.4K +$26.4K +208 New
PMFA
1053
Plante Moran Financial Advisors
Michigan
$25.4K
AWM
1054
Ameliora Wealth Management
Switzerland
$25.4K +$25.4K +200 New
RMC
1055
Resources Management Corp
Connecticut
$25K
JWA
1056
JFS Wealth Advisors
Pennsylvania
$23.3K
DAM
1057
Delta Asset Management
Tennessee
$22.8K
CWM
1058
CarsonAllaria Wealth Management
Illinois
$22.6K
MAS
1059
MPWM Advisory Solutions
Georgia
$22.4K +$22.5K +177 New
RP
1060
Rice Partnership
Hawaii
$22.1K
NRC
1061
New Republic Capital
North Carolina
$21.4K -$16.3K -128 -43%
OLVIG
1062
Oliver Lagore Vanvalin Investment Group
Michigan
$20.4K -$4.96K -39 -20%
LWA
1063
Lowe Wealth Advisors
Maryland
$19K
RTC
1064
Riverview Trust Company
Washington
$19K
HWA
1065
HHM Wealth Advisors
Tennessee
$19K +$19.1K +150 New
UCB
1066
United Community Bank
South Carolina
$18.9K +$18.9K +149 New
CIAS
1067
Capital Investment Advisory Services
North Carolina
$17.1K +$254 +2 +2%
LIS
1068
Legacy Investment Solutions
Idaho
$17.1K
LWMI
1069
Legacy Wealth Management (Idaho)
Idaho
$17.1K
CA
1070
Crewe Advisors
Utah
$16.9K +$16.9K +133 New
AIM
1071
Anchor Investment Management
South Carolina
$16.5K
CAWM
1072
Capital A Wealth Management
Pennsylvania
$16.5K +$16.5K +130 New
PSFG
1073
Park Square Financial Group
Georgia
$15.6K +$15.6K +123 New
ANBT
1074
American National Bank & Trust
Texas
$15.2K -$9.53K -75 -38%
PWA
1075
Physician Wealth Advisors
Utah
$15.2K +$15.3K +120 New

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.