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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
SCA
126
Southern Capital Advisors
Tennessee
$11.4M +$145K +1,137 +1%
ATC
127
Argent Trust Co
Tennessee
$11.3M +$98.8K +777 +0.9%
PCM
128
Penserra Capital Management
California
$11.2M +$11.3M +88,753 New
AssetMark Inc
129
AssetMark Inc
California
$11.2M +$11.1M +87,079 +5,578%
Kovitz Investment Group Partners
130
Kovitz Investment Group Partners
Illinois
$10.9M -$38.1K -300 -0.3%
PF
131
Phoenix Financial
Israel
$10.4M -$4.68M -36,798 -31%
WFA
132
WestHill Financial Advisors
California
$10.1M +$99.9K +786 +1%
XF
133
XML Financial
Maryland
$10.1M +$63.9K +503 +0.6%
WIC
134
Whitegate Investment Counselors
New Hampshire
$10M -$2.39M -18,793 -19%
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$10M +$4.42M +34,754 +79%
Kayne Anderson Rudnick Investment Management
136
Kayne Anderson Rudnick Investment Management
California
$9.83M +$5.36M +42,166 +119%
APP
137
Avantax Planning Partners
Iowa
$9.62M +$92.4K +727 +1%
Janney Montgomery Scott
138
Janney Montgomery Scott
Pennsylvania
$9.25M +$9.28M +72,983 New
CI
139
Conning Inc
Connecticut
$8.95M
PFM
140
Potomac Fund Management
Florida
$8.61M +$8.64M +67,930 New
SAM
141
Sequent Asset Management
Texas
$8.53M -$1.98M -15,536 -19%
ClearBridge Investments
142
ClearBridge Investments
New York
$8.46M +$7.18M +56,509 +551%
NA
143
NewEdge Advisors
Louisiana
$8.45M +$870K +6,842 +11%
FFA
144
First Foundation Advisors
California
$8.4M -$68.3K -537 -0.8%
FCH
145
Freestone Capital Holdings
Washington
$8.37M +$128K +1,003 +2%
IA
146
IFP Advisors
Florida
$8.24M +$4.12M +32,434 +99%
JWCA
147
J.W. Cole Advisors
Florida
$8.16M -$75.3K -592 -0.9%
BRWA
148
B. Riley Wealth Advisors
Florida
$7.97M -$2.51M -19,779 -24%
FMC
149
First Merchants Corp
Indiana
$7.94M -$66.4K -522 -0.8%
GIA
150
Gladstone Institutional Advisory
Florida
$7.83M +$6.39M +50,293 +437%

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.