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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
JFG
201
Jefferies Financial Group
New York
$4.76M +$46.3K +364 +1%
GVAG
202
Great Valley Advisor Group
Delaware
$4.76M -$1.37M -10,756 -22%
Citigroup
203
Citigroup
New York
$4.71M -$9.88M -77,699 -68%
APW
204
Acima Private Wealth
Virginia
$4.71M
FCP
205
Fidelis Capital Partners
Florida
$4.65M +$1.88M +14,760 +74%
AI
206
Auour Investments
Massachusetts
$4.62M -$89.6K -705 -2%
BMCM
207
Burns Matteson Capital Management
New York
$4.53M -$25.9K -204 -0.6%
SC
208
Savant Capital
Illinois
$4.5M -$687K -5,406 -13%
MCWS
209
McKinley Carter Wealth Services
West Virginia
$4.47M -$61.9K -487 -1%
P
210
&Partners
Tennessee
$4.47M +$2.52M +19,834 +136%
SC
211
Saiph Capital
New Jersey
$4.38M +$29.4K +231 +0.7%
Brown Advisory
212
Brown Advisory
Maryland
$4.36M +$815K +6,408 +23%
SPC
213
Sigma Planning Corp
Michigan
$4.3M +$84.7K +666 +2%
CC
214
Courier Capital
New York
$4.29M
HI
215
Harbour Investments
Wisconsin
$4.29M +$724K +5,693 +20%
AB
216
Atlas Brown
Kentucky
$4.28M -$13.2K -104 -0.3%
QC
217
Quadrature Capital
United Kingdom
$4.22M +$4.23M +33,312 New
HNB
218
Huntington National Bank
Ohio
$4.19M
AWMNH
219
Arcadia Wealth Management (New Hampshire)
New Hampshire
$4.19M +$115K +906 +3%
HNB
220
Hilltop National Bank
Wyoming
$4.17M +$182K +1,428 +5%
WAM
221
Weinberger Asset Management
California
$4.15M +$150K +1,179 +4%
LA
222
LWM Advisors
California
$4.12M +$4.13M +32,467 New
T. Rowe Price Associates
223
T. Rowe Price Associates
Maryland
$4.1M
ICM
224
IMS Capital Management
Oregon
$4.06M -$137K -1,079 -3%
EAM
225
Eukles Asset Management
Ohio
$3.99M -$159K -1,251 -4%

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.