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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
NW
526
NewEdge Wealth
Pennsylvania
$743K -$987K -7,675 -55%
Principal Financial Group
527
Principal Financial Group
Iowa
$740K +$476K +3,700 +142%
RA
528
RFG Advisory
Alabama
$739K +$334K +2,600 +70%
CT
529
Colonial Trust
South Carolina
$736K -$16.2K -126 -2%
FB
530
Fulton Bank
Pennsylvania
$736K
AP
531
Appleton Partners
Massachusetts
$731K
AUB
532
Atlantic Union Bankshares
Virginia
$728K -$25.1K -195 -3%
NB
533
NBT Bank
New York
$722K
WLPWM
534
Walled Lake Planning & Wealth Management
Illinois
$722K +$2.19K +17 +0.3%
FA
535
Financial Alternatives
California
$721K
RCM
536
Richardson Capital Management
Wisconsin
$721K +$2.44K +19 +0.3%
SFC
537
Strategic Financial Concepts
Texas
$717K -$9.77K -76 -1%
GWSA
538
Global Wealth Strategies & Associates
Colorado
$716K -$23.5K -183 -3%
VCM
539
Viewpoint Capital Management
Washington
$705K
GC
540
Guidance Capital
Kentucky
$700K -$32.4K -252 -4%
PFA
541
Pathway Financial Advisors
Vermont
$699K
FWTB
542
First Western Trust Bank
Colorado
$693K +$30.9K +240 +4%
GT
543
Greenleaf Trust
Michigan
$691K
LIM
544
Leavell Investment Management
Alabama
$687K
IAG
545
Investmark Advisory Group
Connecticut
$684K +$10.9K +85 +1%
ABC
546
Associated Banc-Corp
Wisconsin
$680K +$1.29K +10 +0.2%
MFG
547
Magnus Financial Group
New York
$679K -$12.6K -98 -2%
FMTCOCP
548
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$676K +$217K +1,686 +41%
AI
549
Atria Investments
North Carolina
$670K -$913K -7,103 -55%
MCM
550
Manchester Capital Management
Vermont
$669K

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.