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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
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$78.3M -$19.8M -153,926 -19%
CIBC Private Wealth Group
27
CIBC Private Wealth Group
Georgia
$73.3M -$9.71M -75,523 -10%
Mariner
28
Mariner
Kansas
$72.7M +$6.33M +49,206 +9%
AFI
29
American Family Investments
Wisconsin
$68.3M +$4.12M +32,084 +6%
BNP Paribas Financial Markets
30
BNP Paribas Financial Markets
France
$65.1M +$71.3M +554,411 New
SI
31
Stephens Inc
Arkansas
$62.5M +$5.18M +40,332 +8%
SGAM
32
Stephens Group Asset Management
Arkansas
$59.8M +$8.25M +64,211 +14%
EH
33
Equitable Holdings
New York
$59.7M -$5.85M -45,483 -8%
ZBNA
34
Zions Bancorporation, National Association
Utah
$59.2M +$64.8M +504,050 New
CAM
35
Congress Asset Management
Massachusetts
$56.3M -$26.7M -207,883 -30%
Focus Partners Wealth
36
Focus Partners Wealth
Massachusetts
$51.6M +$423K +3,294 +0.8%
GI
37
GLOBALT Investments
Georgia
$50.3M -$51.7M -402,265 -48%
Goldman Sachs
38
Goldman Sachs
New York
$49.5M -$16.3M -126,662 -23%
RA
39
Rodgers & Associates
Pennsylvania
$49.4M +$263K +2,048 +0.5%
JIC
40
Johnson Investment Counsel
Ohio
$49.4M -$749K -5,830 -1%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$49.3M +$342K +2,661 +0.6%
Creative Planning
42
Creative Planning
Kansas
$45M -$31.6K -246 -0.1%
WFAG
43
Wescott Financial Advisory Group
Pennsylvania
$42.4M +$2.48M +19,329 +6%
Wellington Management Group
44
Wellington Management Group
Massachusetts
$40.4M +$44.2M +343,920 New
IIC
45
Integrated Investment Consultants
Michigan
$40.3M +$7.33M +56,987 +17%
M&T Bank
46
M&T Bank
New York
$38.6M -$949K -7,380 -2%
ANTB
47
AMG National Trust Bank
Colorado
$38.3M +$792K +6,164 +2%
OCM
48
One Capital Management
California
$38.1M -$3.06M -23,774 -7%
Corient Private Wealth
49
Corient Private Wealth
Florida
$37.3M +$19M +147,778 +87%
EWA
50
EP Wealth Advisors
California
$37.2M +$22.7M +176,577 +126%

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.