We are live on ! Find out more
IWP icon

iShares Russell Mid-Cap Growth ETF
IWP

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: 34 → 44 (+10)

23% more capital invested

Capital invested by funds: $10.5B → $13B (+$2.47B)

12% more funds holding

Funds holding: 1,017 → 1,134 (+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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$923M
2
AIA
Angeles Investment Advisors
California
+$80.4M
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$49.6M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$48.3M
5
FCBT
First Citizens Bank & Trust
North Carolina
+$46.5M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$61.2M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$29.3M
3
IAIM
International Assets Investment Management
Florida
-$27.5M
4
Prudential Financial
Prudential Financial
New Jersey
-$25.4M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$23.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$2.29B +$923M +7,260,002 +67%
Bank of America
2
Bank of America
North Carolina
$923M +$19.6M +154,005 +2%
Wells Fargo
3
Wells Fargo
California
$661M +$27M +212,267 +4%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$575M +$16.9M +133,265 +3%
TIAA Trust, National Association
5
TIAA Trust, National Association
North Carolina
$424M -$23.3M -183,028 -5%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$341M +$3.75M +29,499 +1%
Ameriprise
7
Ameriprise
Minnesota
$326M -$4.55M -35,789 -1%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$314M +$671K +5,282 +0.2%
UBS Group
9
UBS Group
Switzerland
$292M +$2.45M +19,252 +0.8%
LPL Financial
10
LPL Financial
California
$273M +$43.3M +340,267 +19%
CCWM
11
Cassaday & Co Wealth Management
Virginia
$271M +$704K +5,536 +0.3%
Envestnet Portfolio Solutions
12
Envestnet Portfolio Solutions
Illinois
$238M +$49.6M +389,972 +26%
CB
13
Commerce Bank
Missouri
$229M -$6.23M -49,027 -3%
FCBT
14
First Citizens Bank & Trust
North Carolina
$227M +$46.5M +365,602 +26%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$205M -$2.1M -16,558 -1%
US Bancorp
16
US Bancorp
Minnesota
$188M +$10.2M +80,628 +6%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$146M -$1.62M -12,781 -1%
Raymond James Financial
18
Raymond James Financial
Florida
$126M +$127M +996,523 New
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$123M +$10.2M +80,024 +9%
GI
20
GLOBALT Investments
Georgia
$105M -$6.1M -47,995 -5%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$104M +$18.6M +146,501 +22%
CIBC Private Wealth Group
22
CIBC Private Wealth Group
Georgia
$100M +$11M +86,501 +13%
JP Morgan Chase
23
JP Morgan Chase
New York
$99.5M -$1.01M -7,958 -1%
CFB
24
Cullen/Frost Bankers
Texas
$94.1M -$491K -3,859 -0.5%
FAC
25
Financial Advisory Corporation
Michigan
$93.3M +$93.5M +735,876 New
1
2 3 4 5

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.