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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
KBFS
1076
Kohmann Bosshard Financial Services
Ohio
$14.6K +$14.6K +115 New
MLA
1077
MB, Levis & Associates
Pennsylvania
$14.2K
DJSG
1078
D.J. St. Germain
Massachusetts
$13.7K
MSFP
1079
Mark Sheptoff Financial Planning
Connecticut
$13.3K
AG
1080
AmeriFlex Group
Nevada
$13.3K +$12.6K +99 New
CSC
1081
Caldwell Sutter Capital
California
$12.9K
OL
1082
one8zero8 LLC
North Carolina
$12.9K +$13K +102 New
WAG
1083
Windsor Advisory Group
Ohio
$12.9K
FDCDDQ
1084
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.7K
MTIC
1085
Missouri Trust & Investment Company
Missouri
$12.7K
PFSC
1086
Peoples Financial Services Corp
Pennsylvania
$12.5K
IRC
1087
Investors Research Corp
Georgia
$12.4K
RPA
1088
Redwood Park Advisors
California
$12.2K +$12.2K +96 New
NFSG
1089
Newbridge Financial Services Group
Florida
$12.1K +$12.2K +96 New
CBT
1090
Crews Bank & Trust
Florida
$11.9K +$11.9K +94 New
CMBA
1091
C.M. Bidwell & Associates
Hawaii
$11.5K +$11.6K +91 New
FMB
1092
Field & Main Bank
Kentucky
$11.4K
VWWMG
1093
Vermillion & White Wealth Management Group
Pennsylvania
$11K
APCM
1094
Alaska Permanent Capital Management
Alaska
$10.9K
TSMHT
1095
Thurston Springer Miller Herd & Titak
Indiana
$9.89K
APW
1096
Aventura Private Wealth
Florida
$9.51K +$9.53K +75 New
MEG
1097
Millstone Evans Group
Colorado
$9K +$9.03K +71 New
BAM
1098
Bellevue Asset Management
Washington
$8.92K +$3.94K +31 New
GP
1099
Greenline Partners
New York
$8.87K +$8.9K +70 New
AWM
1100
Abound Wealth Management
Tennessee
$8.75K

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.