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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
R
476
Rebalance
California
$918K +$771 +6 +0.1%
LI
477
LMCG Investments
Massachusetts
$914K -$164K -1,279 -14%
CIA
478
Choate Investment Advisors
Massachusetts
$912K
OC
479
Oarsman Capital
Wisconsin
$909K +$193K +1,500 +24%
CS
480
Capital Square
Tennessee
$903K +$21.6K +168 +2%
BBA
481
BLB&B Advisors
Pennsylvania
$902K +$26.1K +203 +3%
NAS
482
Nicolet Advisory Services
Wisconsin
$901K +$337K +2,622 +48%
WIA
483
World Investment Advisors
California
$900K +$119K +929 +14%
ABWM
484
Alpine Bank Wealth Management
Colorado
$898K +$982K +7,640 New
LBC
485
Lowe Brockenbrough & Co
Virginia
$895K -$7.97K -62 -0.8%
BFC
486
Bedel Financial Consulting
Indiana
$895K +$35.6K +277 +4%
WIM
487
WealthPlan Investment Management
Nebraska
$893K -$23.7K -184 -2%
AWM
488
Atticus Wealth Management
Florida
$889K -$101K -782 -9%
NAAA
489
New Age Alpha Advisors
New York
$889K -$2.7M -21,035 -74%
DFG
490
Dynamic Financial Group
Iowa
$881K +$23.1K +180 +2%
RWP
491
Revolve Wealth Partners
New Jersey
$866K
GPA
492
Garrison Point Advisors
California
$864K +$12.7K +99 +1%
OWA
493
Octavia Wealth Advisors
Ohio
$864K -$27.5K -214 -3%
Betterment LLC
494
Betterment LLC
New York
$862K +$278K +2,162 +42%
WI
495
Wedgewood Investors
Pennsylvania
$852K
ATPW
496
Ashton Thomas Private Wealth
Arizona
$850K +$41.4K +322 +5%
AF
497
Affiance Financial
Minnesota
$849K
FCA
498
Fortis Capital Advisors
Kansas
$841K +$920K +7,160 New
LCWP
499
Legacy Capital Wealth Partners
Arkansas
$839K +$7.46K +58 +0.8%
MFGP
500
Marshall Financial Group (Pennsylvania)
Pennsylvania
$831K +$514 +4 +0.1%

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.