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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
AWS
276
Atria Wealth Solutions
New York
$2.68M -$117K -907 -4%
AWA
277
Arkadios Wealth Advisors
Georgia
$2.66M +$370K +2,876 +15%
LTL
278
Lowery Thomas LLC
California
$2.66M -$20.1K -156 -0.7%
BPA
279
Beacon Pointe Advisors
California
$2.62M -$192K -1,495 -6%
EFS
280
Essex Financial Services
Connecticut
$2.61M +$57.1K +444 +2%
OW
281
Olistico Wealth
Oklahoma
$2.61M -$70.8K -551 -2%
GT
282
Glenmede Trust
Pennsylvania
$2.61M +$218K +1,699 +8%
TFS
283
Thoroughbred Financial Services
Tennessee
$2.59M +$2.44M +19,010 +622%
VW
284
Veridan Wealth
Oregon
$2.58M +$252K +1,962 +10%
CICC
285
Capital Investment Counsel (Colorado)
Colorado
$2.58M -$63.1K -491 -2%
BWA
286
Beam Wealth Advisors
Louisiana
$2.58M -$99.8K -776 -3%
HH
287
Hilltop Holdings
Texas
$2.5M -$165K -1,284 -6%
MPPLM
288
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.5M +$2.73M +21,245 New
SW
289
Simplicity Wealth
New Jersey
$2.44M +$2.28M +17,697 +577%
UCFA
290
United Capital Financial Advisors
Texas
$2.44M -$86.3K -671 -3%
WIA
291
Wealthedge Investment Advisors
New York
$2.42M -$580K -4,513 -18%
MFG
292
Merit Financial Group
Georgia
$2.4M -$46K -358 -2%
WMN
293
Wealth Management Nebraska
Nebraska
$2.38M +$2.61M +20,284 New
RWP
294
RWA Wealth Partners
Massachusetts
$2.38M -$2.19K -17 -0.1%
BIA
295
Biondo Investment Advisors
Pennsylvania
$2.35M -$205K -1,598 -7%
BA
296
Ballew Advisors
Mississippi
$2.35M +$85.4K +664 +3%
AI
297
Auour Investments
Massachusetts
$2.32M -$1.95M -15,159 -44%
MA
298
MCF Advisors
Kentucky
$2.31M -$140K -1,092 -5%
BFG
299
Bleakley Financial Group
New Jersey
$2.3M -$680K -5,288 -21%
BBHC
300
Brown Brothers Harriman & Co
New York
$2.29M +$648K +5,040 +35%

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.