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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
BFP
1101
Briaud Financial Planning
Texas
$8K +$8.64K +68 New
SC
1102
Swan Capital
Florida
$7.73K +$7.75K +61 New
RWS
1103
Retirement Wealth Solutions
Wisconsin
$7.62K +$7.63K +60 New
PWA
1104
Provenance Wealth Advisors
Florida
$7.61K
PCWA
1105
Pacific Capital Wealth Advisors
California
$7.35K
NMG
1106
New Millennium Group
Utah
$7.1K +$3.56K +28 +100%
HNW
1107
High Note Wealth
Minnesota
$6.59K +$6.61K +52 New
NRG
1108
Nemes Rush Group
Michigan
$6.47K
SAM
1109
Synergy Asset Management
Washington
$6.45K +$6.99K +55 New
WAM
1110
WFA Asset Management
Wisconsin
$6.34K +$6.36K +50 New
PCA
1111
PMV Capital Advisers
Texas
$5.96K +$5.97K +47 New
RF
1112
Robinswood Financial
Washington
$5.71K
VCM
1113
Versant Capital Management
Arizona
$5.32K
HCP
1114
Hexagon Capital Partners
Arkansas
$4.56K
NL
1115
NVWM LLC
Pennsylvania
$4.45K
CB
1116
CNB Bank
Pennsylvania
$4.18K -$133K -1,050 -97%
PFM
1117
Phillips Financial Management
Indiana
$4.06K -$9.79K -77 -71%
BC
1118
Broadwater Capital
Massachusetts
$4.06K
MIA
1119
MeadowBrook Investment Advisors
Michigan
$3.8K
PSB
1120
Piscataqua Savings Bank
New Hampshire
$3.8K
PPWM
1121
PFG Private Wealth Management
Florida
$3.3K -$3.43K -27 -51%
MSWA
1122
Marshall & Sterling Wealth Advisors
New York
$2.92K +$2.92K +23 New
PIP
1123
Peachtree Investment Partners
Florida
$2.41K
TVWM
1124
Tower View Wealth Management
Wisconsin
$2.28K
WWP
1125
WR Wealth Planners
Missouri
$2.28K

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.