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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
JWM
251
JPL Wealth Management
Colorado
$3.2M +$138K +1,072 +4%
BlackRock
252
BlackRock
New York
$3.19M -$11.2M -86,999 -76%
EW
253
Element Wealth
Mississippi
$3.17M -$78.3K -609 -2%
UWM
254
USAdvisors Wealth Management
Minnesota
$3.17M +$2.1M +16,328 +153%
WB
255
WesBanco Bank
West Virginia
$3.17M +$20.7K +161 +0.6%
TCWM
256
Total Clarity Wealth Management
Illinois
$3.17M
MA
257
Mutual Advisors
Nebraska
$3.16M -$2.26M -17,581 -40%
TWM
258
Tolleson Wealth Management
Texas
$3.15M -$206K -1,599 -6%
ES
259
Eagle Strategies
New York
$3.12M -$59.9K -466 -2%
D.E. Shaw & Co
260
D.E. Shaw & Co
New York
$3.09M +$3.38M +26,324 New
KFG
261
Kingdom Financial Group
Arizona
$3.07M -$398K -3,098 -11%
TVAMP
262
Tennessee Valley Asset Management Partners
Tennessee
$3.05M +$341K +2,650 +11%
AWM
263
Avior Wealth Management
Nebraska
$3.03M -$110K -854 -3%
PWCM
264
Processus Wealth & Capital Management
Tennessee
$2.98M +$66.5K +517 +2%
BCM
265
Becker Capital Management
Oregon
$2.96M +$129 +1 +0%
MCA
266
MSH Capital Advisors
Arizona
$2.94M -$84.2K -655 -3%
EG
267
Ellerson Group
Maryland
$2.85M -$345K -2,684 -10%
YIH
268
Y-Intercept (HK)
Hong Kong
$2.85M -$107K -835 -3%
GT
269
Glenview Trust
Kentucky
$2.8M -$155K -1,203 -5%
IFPG
270
Intrepid Financial Planning Group
Indiana
$2.76M -$60.9K -474 -2%
IWC
271
Integrated Wealth Concepts
Massachusetts
$2.76M -$179K -1,394 -6%
PA
272
Pinnacle Associates
New York
$2.76M +$25.1K +195 +0.8%
IPW
273
Intergy Private Wealth
Colorado
$2.75M -$32.7K -254 -1%
CAC
274
Certified Advisory Corp
Florida
$2.71M +$779K +6,058 +36%
RG
275
Rathbones Group
United Kingdom
$2.69M -$58.2K -453 -2%

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.