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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
WGCA
451
Wolf Group Capital Advisors
Virginia
$1.06M +$70.3K +547 +6%
HAS
452
Holland Advisory Services
Florida
$1.06M +$4.63K +36 +0.4%
NS
453
NBC Securities
Alabama
$1.05M +$1.15M +8,928 +111,600%
MA
454
MONECO Advisors
Connecticut
$1.05M +$69.5K +541 +6%
WMP
455
Wealth Management Partners
Arizona
$1.05M -$16.2K -126 -1%
BWM
456
Brickley Wealth Management
California
$1.03M -$35.2K -274 -3%
FIA
457
Foundations Investment Advisors
Arizona
$1.02M -$395K -3,069 -26%
OGF
458
Orin Green Financial
California
$1.01M +$1.18M +9,178 New
AT
459
American Trust
Kentucky
$998K -$1.43M -11,153 -57%
AFWM
460
AMJ Financial Wealth Management
Virginia
$988K +$263K +2,047 +32%
GFP
461
Gryphon Financial Partners
Ohio
$983K +$205K +1,593 +24%
AIM
462
Arcadia Investment Management
Michigan
$981K +$424K +3,300 +65%
RB
463
Renasant Bank
Mississippi
$967K -$549K -4,267 -34%
IA
464
Integrity Alliance
Iowa
$961K +$1.05M +8,183 New
CSP
465
Cary Street Partners
Virginia
$961K +$2.44K +19 +0.2%
CFO
466
Callan Family Office
Pennsylvania
$950K +$1.16K +9 +0.1%
GA
467
GFS Advisors
Texas
$940K
AFC
468
AFT Forsyth & Company
Florida
$939K
WTC
469
WhitTier Trust Company
Nevada
$939K +$375K +2,916 +57%
PS
470
Principal Securities
Iowa
$939K +$29.6K +230 +3%
NCM
471
Next Capital Management
New York
$933K +$158K +1,226 +18%
TCA
472
Transcend Capital Advisors
New Jersey
$923K +$17.9K +139 +2%
EWM
473
EPG Wealth Management
Georgia
$921K -$156K -1,217 -13%
SVWAG
474
Sound View Wealth Advisors Group
Georgia
$919K -$900 -7 -0.1%
HWM
475
HB Wealth Management
Georgia
$918K +$253K +1,968 +34%

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.