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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
VHAM
1126
Van Hulzen Asset Management
California
$2.01K +$2.03K +16 New
KIM
1127
Kestra Investment Management
Texas
$1.91K +$1.91K +15 New
Citadel Advisors
1128
Citadel Advisors
Florida
$1.52K -$4.78M -37,578 -100%
MSG
1129
Main Street Group
Virginia
$1.52K
WCM
1130
Westend Capital Management
California
$1.39K
HI
1131
Horizon Investments
North Carolina
$1.39K +$1.4K +11 New
OCM
1132
Orion Capital Management
California
$1.39K +$1.4K +11 New
YAL
1133
Your Advocates Ltd
Texas
$1.14K
NS
1134
NBC Securities
Alabama
$1.13K -$1.04M -8,167 -100%
MFC
1135
Morris Financial Concepts
South Carolina
$1.01K
TFA
1136
Transamerica Financial Advisors
Florida
$1K
M
1137
MOTCO
Texas
$761
Wellington Management Group
1138
Wellington Management Group
Massachusetts
-$61.2M -521,898 Closed
BNP Paribas Financial Markets
1139
BNP Paribas Financial Markets
France
-$29.3M -250,026 Closed
Prudential Financial
1140
Prudential Financial
New Jersey
-$25.4M -216,344 Closed
Neuberger Berman Group
1141
Neuberger Berman Group
New York
-$22.9M -195,074 Closed
D.E. Shaw & Co
1142
D.E. Shaw & Co
New York
-$2.29M -19,547 Closed
SWP
1143
Summit Wealth Partners
Florida
-$1.24M -10,570 Closed
EFS
1144
Econ Financial Services
Pennsylvania
-$1.11M -9,480 Closed
CSPIA
1145
Cary Street Partners Investment Advisory
Virginia
-$905K -7,712 Closed
GS
1146
GTS Securities
New York
-$525K -4,479 Closed
STA
1147
Summit Trail Advisors
New York
-$420K -3,584 Closed
EWS
1148
Evergreen Wealth Solutions
Pennsylvania
-$414K -3,530 Closed
WIM
1149
Wittenberg Investment Management
Massachusetts
-$381K -3,453 Closed
MIS
1150
Morningstar Investment Services
Illinois
-$382K -3,257 Closed

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.