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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

1,070 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 63 funds opening new positions, 334 increasing their positions, 377 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,070
Holders Change
-51
Holders Change %
-4.55%
% of All Funds
14.53%
Holding in Top 10
44
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.6%
New
63
Increased
334
Reduced
377
Closed
86
Calls
$15.5M
Puts
$10.9M
Net Calls
+$4.63M
Net Calls Change
-$4.41M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$139M
2
PLFA
Pacific Life Fund Advisors
California
+$89.3M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$65.1M
4
Truist Financial
Truist Financial
North Carolina
+$64.7M
5
Osaic Holdings
Osaic Holdings
Arizona
+$62.5M

Top Sellers

1
AIA
Angeles Investment Advisors
California
-$80.1M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$64.4M
3
GI
GLOBALT Investments
Georgia
-$47.3M
4
Barclays
Barclays
United Kingdom
-$29.9M
5
SW
SVB Wealth
Massachusetts
-$25.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
UWM
251
USAdvisors Wealth Management
Minnesota
$3.17M +$1.92M +16,328 +153%
WB
252
WesBanco Bank
West Virginia
$3.17M +$18.9K +161 +0.6%
TCWM
253
Total Clarity Wealth Management
Illinois
$3.17M – – –
MA
254
Mutual Advisors
Nebraska
$3.16M -$2.11M -17,581 -40%
TWM
255
Tolleson Wealth Management
Texas
$3.15M -$188K -1,599 -6%
HBS
256
Howard Bailey Securities
Indiana
$3.13M -$379K -3,227 -11%
ES
257
Eagle Strategies
New York
$3.12M -$54.8K -466 -2%
D.E. Shaw & Co
258
D.E. Shaw & Co
New York
$3.09M +$3.09M +26,324 New
KFG
259
Kingdom Financial Group
Arizona
$3.07M -$364K -3,098 -11%
TVAMP
260
Tennessee Valley Asset Management Partners
Tennessee
$3.05M +$311K +2,650 +11%
AWM
261
Avior Wealth Management
Nebraska
$3.03M -$100K -854 -3%
PWCM
262
Processus Wealth & Capital Management
Tennessee
$2.98M +$60.7K +517 +2%
BCM
263
Becker Capital Management
Oregon
$2.96M +$117 +1 +0%
MCA
264
MSH Capital Advisors
Arizona
$2.94M -$77K -655 -3%
EG
265
Ellerson Group
Maryland
$2.85M -$315K -2,684 -10%
YIH
266
Y-Intercept (HK)
Hong Kong
$2.85M -$98.1K -835 -3%
GT
267
Glenview Trust
Kentucky
$2.8M -$141K -1,203 -5%
IFPG
268
Intrepid Financial Planning Group
Indiana
$2.76M -$55.7K -474 -2%
IWC
269
Integrated Wealth Concepts
Massachusetts
$2.76M -$164K -1,394 -6%
PA
270
Pinnacle Associates
New York
$2.76M +$22.9K +195 +0.8%
IPW
271
Intergy Private Wealth
Colorado
$2.75M -$29.8K -254 -1%
CAC
272
Certified Advisory Corp
Florida
$2.71M +$712K +6,058 +36%
RG
273
Rathbones Group
United Kingdom
$2.69M -$53.2K -453 -2%
AWS
274
Atria Wealth Solutions
New York
$2.68M -$107K -907 -4%
AWA
275
Arkadios Wealth Advisors
Georgia
$2.66M +$338K +2,876 +15%
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