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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
IWM
376
IHT Wealth Management
Illinois
$1.49M +$38.4K +299 +2%
HCMT
377
Highland Capital Management (Tennessee)
Tennessee
$1.49M
FFL
378
Financial Freedom LLC
Ohio
$1.47M +$900 +7 +0.1%
WSFS
379
Wilmington Savings Fund Society
Delaware
$1.46M -$7.71K -60 -0.5%
GJIA
380
Glass Jacobson Investment Advisors
Maryland
$1.46M
NL
381
NWAM LLC
Washington
$1.45M -$1.19M -9,256 -43%
BHBT
382
Burke & Herbert Bank & Trust
Virginia
$1.45M -$24K -187 -1%
BOSSRA
383
B.O.S.S. Retirement Advisors
Utah
$1.45M -$323K -2,516 -17%
AL
384
Aspiriant LLC
California
$1.45M
FTWA
385
Fifth Third Wealth Advisors
Ohio
$1.44M +$1.16M +9,022 +280%
VCM
386
Virtue Capital Management
Tennessee
$1.43M +$114K +885 +8%
FFN
387
Focus Financial Network
Minnesota
$1.43M +$1.18M +9,182 +307%
PA
388
Procyon Advisors
Connecticut
$1.43M +$1.56M +12,165 New
PTC
389
Private Trust Company
Ohio
$1.42M +$27.4K +213 +2%
WTB
390
Washington Trust Bank
Washington
$1.41M +$817K +6,356 +112%
SWM
391
Spire Wealth Management
Virginia
$1.41M +$64.4K +501 +4%
PCH
392
PGIM Custom Harvest
New Jersey
$1.41M
GSWM
393
Golden State Wealth Management
California
$1.41M -$22.6K -176 -1%
WH
394
Willner & Heller
California
$1.39M +$64.9K +505 +4%
PCIA
395
Prime Capital Investment Advisors
Kansas
$1.39M +$82.5K +642 +6%
LSA
396
Lion Street Advisors
Texas
$1.39M -$8.1K -63 -0.5%
TFGT
397
TS Financial Group (TSFG)
Illinois
$1.39M -$32.1K -250 -2%
BCM
398
Brookstone Capital Management
Illinois
$1.38M -$276K -2,144 -15%
VVP
399
Venture Visionary Partners
Ohio
$1.38M +$8.23K +64 +0.5%
AWM
400
Apollon Wealth Management
South Carolina
$1.38M +$684K +5,321 +83%

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.