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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
CIG
401
Consolidated Investment Group
Colorado
$1.37M +$1.5M +11,700 New
GP
402
Greenline Partners
New York
$1.37M +$3.2M +24,904 +35,577%
SG
403
StoneX Group
New York
$1.37M +$128K +995 +9%
CT
404
Clearstead Trust
Maine
$1.33M
BFS
405
Bradley Foster & Sargent
Connecticut
$1.32M
LGG
406
Luts & Greenleigh Group
Maryland
$1.3M -$1.67K -13 -0.1%
SWA
407
Sax Wealth Advisors
New Jersey
$1.3M +$50.7K +394 +4%
TMWM
408
Taylor & Morgan Wealth Management
Michigan
$1.29M -$25.8K -201 -2%
ODIJL
409
One Day In July LLC
Vermont
$1.25M +$8.23K +64 +0.6%
AG
410
AlTi Global
New York
$1.25M -$63.5K -494 -4%
BAM
411
Belpointe Asset Management
Nevada
$1.24M +$518K +4,027 +62%
TC
412
TownSquare Capital
Utah
$1.23M -$29.6K -230 -2%
AA
413
Ancora Advisors
Ohio
$1.23M -$297K -2,314 -18%
FWP
414
FAS Wealth Partners
Kansas
$1.23M -$39K -303 -3%
NPT
415
National Philanthropic Trust
Pennsylvania
$1.23M
ECM
416
Evergreen Capital Management
Washington
$1.22M +$221K +1,721 +20%
WT
417
Whittier Trust
California
$1.21M
CB
418
Cadence Bank
Mississippi
$1.21M -$6.17K -48 -0.5%
PD
419
Planning Directions
Pennsylvania
$1.21M +$1.32M +10,301 New
JJBC
420
James J. Burns & Company
New York
$1.21M -$13.6K -106 -1%
FT
421
Fiduciary Trust
Massachusetts
$1.19M -$49.5K -385 -4%
CWM
422
Cranbrook Wealth Management
Michigan
$1.19M -$60.8K -473 -4%
AAS
423
Ameritas Advisory Services
Nebraska
$1.19M -$1.57M -12,202 -56%
MWM
424
Mission Wealth Management
California
$1.19M +$19.7K +153 +2%
EIA
425
Eldridge Investment Advisors
New Hampshire
$1.18M -$5.14K -40 -0.4%

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.