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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
PCA
426
Prosperity Capital Advisors
Ohio
$1.18M -$86.3K -671 -6%
WAP
427
Wealthcare Advisory Partners
Pennsylvania
$1.18M +$47.2K +367 +4%
KFI
428
Key Financial Inc
Pennsylvania
$1.17M
KP
429
Keel Point
Alabama
$1.16M +$18.4K +143 +1%
FF
430
Friday Financial
Iowa
$1.16M
DAS
431
Dynamic Advisor Solutions
Arizona
$1.16M +$67.4K +524 +6%
SSWM
432
Smith Salley Wealth Management
North Carolina
$1.15M -$21.1K -164 -2%
MMA
433
Miracle Mile Advisors
California
$1.15M -$121K -945 -9%
RC
434
Rovin Capital
Arizona
$1.15M +$94K +731 +8%
GSEP
435
Golden State Equity Partners
California
$1.15M +$13.8K +107 +1%
PWS
436
Proactive Wealth Strategies
Georgia
$1.15M +$1.03K +8 +0.1%
PA
437
Parallel Advisors
California
$1.14M +$131K +1,018 +12%
DWAM
438
Duncan Williams Asset Management
Tennessee
$1.13M -$514 -4 -0%
S
439
SignatureFD
Georgia
$1.13M +$89.7K +698 +8%
PPC
440
Park Place Capital
Alabama
$1.12M -$599K -4,659 -33%
VR
441
Valued Retirements
Texas
$1.12M +$298K +2,317 +32%
TLFA
442
True Link Financial Advisors
California
$1.12M +$1.22M +9,517 New
MFG
443
MidWestOne Financial Group
Iowa
$1.1M -$87.4K -680 -7%
Tudor Investment Corp
444
Tudor Investment Corp
Connecticut
$1.1M +$1.2M +9,343 New
CIA
445
Concurrent Investment Advisors
Florida
$1.09M -$5.01K -39 -0.4%
RMCM
446
Reynders McVeigh Capital Management
Massachusetts
$1.09M
EWA
447
ERTS Wealth Advisors
Michigan
$1.08M -$200K -1,558 -14%
BIA
448
BHK Investment Advisors
Alabama
$1.06M -$64.1K -499 -5%
SWA
449
Strata Wealth Advisors
Texas
$1.06M
PPW
450
PACK Private Wealth
Minnesota
$1.06M

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.