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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
PRTG
326
Post Resch Tallon Group
New York
$1.9M +$194K +1,510 +10%
Barclays
327
Barclays
United Kingdom
$1.9M -$32.7M -254,140 -94%
IC
328
IEQ Capital
California
$1.89M +$1.28M +9,952 +163%
CM
329
Castleark Management
Illinois
$1.88M
CCM
330
Corsair Capital Management
New York
$1.88M +$2.06M +16,000 New
KWM
331
Kingsview Wealth Management
Oregon
$1.88M -$3.85M -29,940 -65%
SFG
332
Sage Financial Group
Pennsylvania
$1.87M -$41.7K -324 -2%
MAM
333
MWA Asset Management
Massachusetts
$1.87M +$47.3K +368 +2%
KCM
334
Kanawha Capital Management
Virginia
$1.86M
GSIS
335
Global Strategic Investment Solutions
Arizona
$1.84M -$514 -4 -0%
Wealthfront Advisers
336
Wealthfront Advisers
California
$1.83M +$99.4K +773 +5%
AllianceBernstein
337
AllianceBernstein
Tennessee
$1.83M +$153K +1,189 +8%
CFS
338
Commonwealth Financial Services
West Virginia
$1.8M -$180K -1,400 -8%
FNBSF
339
First National Bank Sioux Falls
South Dakota
$1.8M
EWA
340
EverSource Wealth Advisors
Alabama
$1.78M -$101K -785 -5%
SSB
341
Sandy Spring Bank
Maryland
$1.77M -$58.5K -455 -3%
SWM
342
Shakespeare Wealth Management
Wisconsin
$1.76M -$14.3K -111 -0.7%
SAM
343
Strive Asset Management
Ohio
$1.75M -$348K -2,709 -15%
PCM
344
Pointe Capital Management
Michigan
$1.75M +$96K +747 +5%
GL
345
Graypoint LLC
New York
$1.74M
CWM
346
Cordatus Wealth Management
Pennsylvania
$1.73M -$14.1K -110 -0.7%
ET
347
Equitable Trust
Tennessee
$1.73M +$329K +2,558 +21%
VFA
348
Valeo Financial Advisors
Indiana
$1.72M +$52.3K +407 +3%
DWMS
349
Dominguez Wealth Management Solutions
Virginia
$1.71M +$52.1K +405 +3%
PPA
350
Pilgrim Partners Asia
Singapore
$1.71M +$604K +4,700 +48%

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.