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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
LW
501
Linscomb Wealth
Texas
$827K -$7.71K -60 -0.8%
Legal & General Group
502
Legal & General Group
United Kingdom
$822K -$211K -1,638 -19%
DCM
503
Delta Capital Management
New Jersey
$822K
LKWM
504
Lee-Kelleher Wealth Management
Maryland
$821K +$13.8K +107 +2%
VA
505
Valmark Advisers
Ohio
$819K +$129 +1 +0%
AF
506
Allworth Financial
California
$811K -$122K -951 -12%
MCA
507
Midwest Capital Advisors
Michigan
$807K -$67K -521 -7%
CCMG
508
Clark Capital Management Group
Pennsylvania
$805K
HCA
509
Harbour Capital Advisors
Virginia
$804K
LB
510
Legacy Bridge
Iowa
$800K
B
511
Bensler
Washington
$800K +$129 +1 +0%
BPC
512
Bearing Point Capital
Minnesota
$797K
NFC
513
Northeast Financial Consultants
Connecticut
$791K +$51.4K +400 +6%
HTC
514
Haverford Trust Company
Pennsylvania
$791K -$3.08K -24 -0.4%
GSIAS
515
Garden State Investment Advisory Services
New Jersey
$785K
CTC
516
Central Trust Company
Missouri
$781K
CWM
517
Cahaba Wealth Management
Georgia
$778K +$386 +3 +0%
PGAM
518
Princeton Global Asset Management
New Jersey
$771K -$462K -3,591 -35%
SFPG
519
Stonebridge Financial Planning Group
Florida
$771K -$18.6K -145 -2%
SC
520
SouthState Corp
Florida
$760K +$153K +1,189 +23%
RRA
521
Round Rock Advisors
Connecticut
$758K -$40.4K -314 -5%
SEIA
522
Signature Estate & Investment Advisors
California
$757K +$1.16K +9 +0.1%
QCM
523
QRG Capital Management
Illinois
$756K -$26.4K -205 -3%
PWW
524
Pettyjohn Wood & White
Virginia
$750K
FUBT
525
First United Bank & Trust
Maryland
$749K -$19.3K -150 -2%

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.