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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
GCM
301
Geneva Capital Management
Wisconsin
$2.28M -$317K -2,467 -11%
FNT
302
First National Trust
Pennsylvania
$2.23M -$1.05M -8,193 -30%
NW
303
Naviter Wealth
Arkansas
$2.21M
SF
304
Summit Financial
New Jersey
$2.2M -$259K -2,017 -10%
BP
305
Broadleaf Partners
Ohio
$2.19M -$164K -1,278 -6%
KWA
306
Kingswood Wealth Advisors
California
$2.19M +$447K +3,479 +23%
ASN
307
Advisory Services Network
Georgia
$2.19M +$357K +2,776 +18%
SC
308
Sierra Capital
Florida
$2.18M +$257 +2 +0%
HIA
309
Harbor Investment Advisory
Maryland
$2.17M
AF
310
Advisornet Financial
Minnesota
$2.12M -$40.5K -315 -2%
CSS
311
Cubist Systematic Strategies
Connecticut
$2.12M +$522K +4,064 +29%
NF
312
Nvest Financial
New Hampshire
$2.1M -$38.1K -296 -2%
PFP
313
Paragon Financial Partners
California
$2.1M +$495K +3,849 +27%
BJL
314
Brighton Jones LLC
Washington
$2.08M -$203K -1,580 -8%
ANB
315
Amarillo National Bank
Texas
$2.04M
CFG
316
Cooper Financial Group
California
$2.03M +$1.86M +14,442 +514%
NFG
317
Nadler Financial Group
Illinois
$2M +$52.1K +405 +2%
SFA
318
Sequoia Financial Advisors
Ohio
$1.99M +$68.8K +535 +3%
CAL
319
Capital Analysts LLC
Pennsylvania
$1.99M -$53.9K -419 -2%
I2I
320
Insight 2811 Inc
Illinois
$1.96M -$108K -837 -5%
SAM
321
Silvercrest Asset Management
New York
$1.94M
D
322
Dentgroup
Louisiana
$1.94M -$302K -2,350 -12%
BIG
323
Builder Investment Group
Georgia
$1.93M +$12.9K +100 +0.6%
HGWM
324
Horst & Graben Wealth Management
Oregon
$1.93M -$30.1K -234 -1%
CA
325
Claro Advisors
Massachusetts
$1.9M -$55.8K -434 -3%

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.