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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
AFG
351
Allegheny Financial Group
Pennsylvania
$1.71M -$101K -785 -5%
IA
352
IFC Advisors
California
$1.68M
RCAG
353
Rehmann Capital Advisory Group
Michigan
$1.66M -$46.9K -365 -3%
ACM
354
Advisors Capital Management
New Jersey
$1.65M +$67.4K +524 +4%
WWM
355
Western Wealth Management
Colorado
$1.64M -$57.5K -447 -3%
IFG
356
Independent Financial Group
California
$1.63M +$43.2K +336 +2%
TPI
357
Trust Point Inc
Wisconsin
$1.63M
SCA
358
Stonebridge Capital Advisors
Minnesota
$1.63M -$657K -5,108 -27%
Franklin Resources
359
Franklin Resources
California
$1.62M -$4.5K -35 -0.3%
SA
360
Strategic Advocates
Utah
$1.61M -$56.3K -438 -3%
EE
361
EWG Elevate
California
$1.61M +$150K +1,164 +9%
ARC
362
Advisor Resource Council
Texas
$1.6M +$2.15M +16,722 New
TWM
363
Tradition Wealth Management
Minnesota
$1.59M
NPAN
364
Northeast Planning Associates NH
New Hampshire
$1.58M +$1.73M +13,478 New
RDFA
365
Ritter Daniher Financial Advisory
Ohio
$1.58M
AA
366
Alesco Advisors
New York
$1.57M
FNBOO
367
First National Bank of Omaha
Nebraska
$1.56M
1SB
368
1ST Source Bank
Indiana
$1.56M +$114K +883 +7%
CPIG
369
Chicago Partners Investment Group
Illinois
$1.54M +$229K +1,782 +17%
DADC
370
D.A. Davidson & Co
Montana
$1.53M -$119K -925 -7%
BCM
371
BTC Capital Management
Iowa
$1.52M
LWA
372
Lifelong Wealth Advisors
Minnesota
$1.52M -$85.1K -662 -5%
OHWP
373
Oak Harbor Wealth Partners
North Carolina
$1.52M
TNB
374
Thomasville National Bank
Georgia
$1.52M -$63.6K -495 -4%
PIA
375
Perennial Investment Advisors
California
$1.49M -$10.5K -82 -0.6%

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.