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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 %
IA
351
IFC Advisors
California
$1.68M – – –
RCAG
352
Rehmann Capital Advisory Group
Michigan
$1.66M -$42.9K -365 -3%
ACM
353
Advisors Capital Management
New Jersey
$1.65M +$61.6K +524 +4%
WWM
354
Western Wealth Management
Colorado
$1.64M -$52.5K -447 -3%
TPI
355
Trust Point Inc
Wisconsin
$1.63M – – –
SCA
356
Stonebridge Capital Advisors
Minnesota
$1.63M -$600K -5,108 -27%
Franklin Resources
357
Franklin Resources
California
$1.62M -$4.11K -35 -0.3%
SA
358
Strategic Advocates
Utah
$1.61M -$51.5K -438 -3%
EE
359
EWG Elevate
California
$1.61M +$137K +1,164 +9%
ARC
360
Advisor Resource Council
Texas
$1.6M +$1.6M +16,722 New
TWM
361
Tradition Wealth Management
Minnesota
$1.59M – – –
NPAN
362
Northeast Planning Associates NH
New Hampshire
$1.58M +$1.58M +13,478 New
RDFA
363
Ritter Daniher Financial Advisory
Ohio
$1.58M – – –
AA
364
Alesco Advisors
New York
$1.57M – – –
1SB
365
1ST Source Bank
Indiana
$1.56M +$104K +883 +7%
CPIG
366
Chicago Partners Investment Group
Illinois
$1.54M +$222K +1,782 +17%
DADC
367
D.A. Davidson & Co
Montana
$1.53M -$109K -925 -7%
BCM
368
BTC Capital Management
Iowa
$1.52M – – –
LWA
369
Lifelong Wealth Advisors
Minnesota
$1.52M -$77.8K -662 -5%
OHWP
370
Oak Harbor Wealth Partners
North Carolina
$1.52M – – –
TNB
371
Thomasville National Bank
Georgia
$1.52M -$58.2K -495 -4%
PIA
372
Perennial Investment Advisors
California
$1.49M -$9.63K -82 -0.6%
IWM
373
IHT Wealth Management
Illinois
$1.49M +$35.1K +299 +2%
HCMT
374
Highland Capital Management (Tennessee)
Tennessee
$1.49M – – –
FFL
375
Financial Freedom LLC
Ohio
$1.47M +$822 +7 +0.1%
13 14
15
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