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iShares Russell Mid-Cap Growth ETF

1,085 hedge funds and large institutions have $12.4B invested in iShares Russell Mid-Cap Growth ETF in 2025 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 335 increasing their positions, 379 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $15.5M | Put options by funds: $10.9M

0.71% more ownership

Funds ownership: 74.06%74.77% (+0.71%)

0% more funds holding in top 10

Funds holding in top 10: 4444 (0)

4% less capital invested

Capital invested by funds: $13B → $12.4B (-$574M)

4% less funds holding

Funds holding: 1,1341,085 (-49)

12% less repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 379

26% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 87

Holders
1,085
Holders Change
-49
Holders Change %
-4.32%
% of All Funds
14.55%
Holding in Top 10
44
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.59%
New
64
Increased
335
Reduced
379
Closed
87
Calls
$15.5M
Puts
$10.9M
Net Calls
+$4.63M
Net Calls Change
-$4.41M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
226
Meridian Wealth Management
Kentucky
$3.89M +$836K +6,503 +24%
WAM
227
Weinberger Asset Management
California
$3.88M +$39.6K +308 +0.9%
GWM
228
Geneos Wealth Management
Colorado
$3.87M +$2.12M +16,520 +101%
ICM
229
IMS Capital Management
Oregon
$3.84M +$90.5K +704 +2%
JFG
230
Jefferies Financial Group
New York
$3.83M -$640K -4,980 -13%
T. Rowe Price Associates
231
T. Rowe Price Associates
Maryland
$3.77M -$34.2K -266 -0.8%
Allspring Global Investments
232
Allspring Global Investments
North Carolina
$3.75M +$980K +7,620 +32%
EAM
233
Eukles Asset Management
Ohio
$3.65M -$53.2K -414 -1%
VCM
234
Vision Capital Management
Oregon
$3.61M
Vanguard Group
235
Vanguard Group
Pennsylvania
$3.58M +$40.6K +316 +1%
CL
236
Choreo LLC
Illinois
$3.54M -$75.5K -587 -2%
HPC
237
HM Payson & Co
Maine
$3.54M -$95.5K -743 -2%
PFS
238
Prospera Financial Services
Texas
$3.53M +$83.8K +652 +2%
MCM
239
MV Capital Management
Maryland
$3.53M -$36.8K -286 -0.9%
WFS
240
Widmann Financial Services
Maryland
$3.51M +$114K +884 +3%
HA
241
Hofer & Associates
California
$3.51M +$59.8K +465 +2%
HBS
242
Howard Bailey Securities
Indiana
$3.48M -$33.9K -264 -0.9%
HNB
243
Huntington National Bank
Ohio
$3.43M
MC
244
Mathes Company
New York
$3.36M -$193K -1,500 -5%
DWA
245
Dougherty Wealth Advisers
Minnesota
$3.35M -$28K -218 -0.8%
RFC
246
Regions Financial Corp
Alabama
$3.35M +$72.4K +563 +2%
CCB
247
Country Club Bank
Missouri
$3.34M +$25.5K +198 +0.7%
ATI
248
ARK & TLK Investments
Oklahoma
$3.31M
Financial Engines Advisors
249
Financial Engines Advisors
California
$3.27M -$180K -1,400 -5%
RSWM
250
Robertson Stephens Wealth Management
California
$3.27M -$15.9K -124 -0.4%

IWP Hedge Fund Activity: Q1 2025 in Review

1,085 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q1 2025, worth a combined $12.4B — down 4.4% from $13B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of IWP and 64 opened new positions — a net loss of 23 holders — while 379 trimmed existing stakes and 335 added.

The largest buyer was Bank of America, adding an estimated $152M. The largest seller was Angeles Investment Advisors, exiting entirely with an estimated $80.1M sold.

  • 1,085 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q1 2025, down from 1,134 in Q4 2024.
  • Funds reported $12.4B of iShares Russell Mid-Cap Growth ETF stock for Q1 2025, down 4.4% quarter-over-quarter.
  • 64 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q1 2025 and 87 closed out, a net change of -23 holders.
  • The largest iShares Russell Mid-Cap Growth ETF buyer in Q1 2025 was Bank of America, an estimated $152M added.
  • The largest iShares Russell Mid-Cap Growth ETF seller in Q1 2025 was Angeles Investment Advisors, an estimated $80.1M sold.

Based on aggregated 13F filings for Q1 2025.