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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
CGA
151
Crescent Grove Advisors
Illinois
$7.79M +$127 +1 +0%
SYBT
152
Stock Yards Bank & Trust
Kentucky
$7.7M -$132K -1,036 -2%
GIA
153
GHP Investment Advisors
Colorado
$7.69M -$91.7K -721 -1%
PCMM
154
Piedmont Capital Management (Montana)
Montana
$7.54M +$7.53M +59,232 New
CCM
155
Condor Capital Management
New Jersey
$7.34M +$165K +1,298 +2%
KFP
156
KMG Fiduciary Partners
Ohio
$7.3M +$166K +1,309 +2%
PFA
157
Petra Financial Advisors
Colorado
$7.27M +$159K +1,252 +2%
OAM
158
Oppenheimer Asset Management
New York
$7.11M +$7.13M +56,093 New
Cerity Partners
159
Cerity Partners
New York
$7.07M +$582K +4,577 +9%
TAM
160
Tocqueville Asset Management
New York
$7.01M -$284K -2,235 -4%
CG
161
Corundum Group
Colorado
$7M -$153K -1,202 -2%
CA
162
Clearstead Advisors
Ohio
$6.88M -$19.3K -152 -0.3%
VW
163
Vance Wealth
California
$6.82M -$341K -2,684 -5%
Qube Research & Technologies (QRT)
164
Qube Research & Technologies (QRT)
United Kingdom
$6.72M +$6.74M +52,996 New
MWM
165
Modera Wealth Management
New Jersey
$6.71M
FPAS
166
Focus Partners Advisor Solutions
Missouri
$6.64M +$5.17M +40,650 +346%
ML
167
McAdam LLC
Pennsylvania
$6.62M -$220K -1,728 -3%
FHA
168
First Horizon Advisors
Tennessee
$6.59M +$22.4K +176 +0.3%
Thrivent Financial for Lutherans
169
Thrivent Financial for Lutherans
Minnesota
$6.51M +$3.22M +25,294 +101%
PIA
170
Powell Investment Advisors
Florida
$6.3M +$10.3K +81 +0.2%
CHAM
171
Clear Harbor Asset Management
Connecticut
$6.27M +$288K +2,263 +5%
William Blair & Company
172
William Blair & Company
Illinois
$6.24M +$235K +1,845 +4%
PCG
173
Prosperity Consulting Group
Maryland
$6.24M +$14.4K +113 +0.2%
Bessemer Group
174
Bessemer Group
New Jersey
$6.17M +$2M +15,746 +48%
MFG
175
Mainsail Financial Group
Washington
$6.13M +$90.8K +714 +1%

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.