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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

1,070 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 63 funds opening new positions, 334 increasing their positions, 377 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,070
Holders Change
-51
Holders Change %
-4.55%
% of All Funds
14.53%
Holding in Top 10
44
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.6%
New
63
Increased
334
Reduced
377
Closed
86
Calls
$15.5M
Puts
$10.9M
Net Calls
+$4.63M
Net Calls Change
-$4.41M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$139M
2
PLFA
Pacific Life Fund Advisors
California
+$89.3M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$65.1M
4
Truist Financial
Truist Financial
North Carolina
+$64.7M
5
Osaic Holdings
Osaic Holdings
Arizona
+$62.5M

Top Sellers

1
AIA
Angeles Investment Advisors
California
-$80.1M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$64.4M
3
GI
GLOBALT Investments
Georgia
-$47.3M
4
Barclays
Barclays
United Kingdom
-$29.9M
5
SW
SVB Wealth
Massachusetts
-$25.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FB
526
Fulton Bank
Pennsylvania
$736K – – –
AP
527
Appleton Partners
Massachusetts
$731K – – –
AUB
528
Atlantic Union Bankshares
Virginia
$728K -$22.9K -195 -3%
NB
529
NBT Bank
New York
$722K – – –
WLPWM
530
Walled Lake Planning & Wealth Management
Illinois
$722K +$2K +17 +0.3%
FA
531
Financial Alternatives
California
$721K – – –
RCM
532
Richardson Capital Management
Wisconsin
$721K +$2.23K +19 +0.3%
SFC
533
Strategic Financial Concepts
Texas
$717K -$8.93K -76 -1%
GWSA
534
Global Wealth Strategies & Associates
Colorado
$716K -$21.5K -183 -3%
VCM
535
Viewpoint Capital Management
Washington
$705K – – –
GC
536
Guidance Capital
Kentucky
$700K -$31.5K -252 -4%
PFA
537
Pathway Financial Advisors
Vermont
$699K – – –
FWTB
538
First Western Trust Bank
Colorado
$693K +$28.2K +240 +4%
GT
539
Greenleaf Trust
Michigan
$691K – – –
LIM
540
Leavell Investment Management
Alabama
$687K – – –
IAG
541
Investmark Advisory Group
Connecticut
$684K +$9.99K +85 +1%
ABC
542
Associated Banc-Corp
Wisconsin
$680K +$1.18K +10 +0.2%
MFG
543
Magnus Financial Group
New York
$679K -$11.5K -98 -2%
FMTCOCP
544
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$676K +$198K +1,686 +41%
AI
545
Atria Investments
North Carolina
$670K -$834K -7,103 -55%
MCM
546
Manchester Capital Management
Vermont
$669K – – –
DT
547
Diversified Trust
Tennessee
$665K -$5.87K -50 -0.9%
HWA
548
Heritage Wealth Advisors
Virginia
$664K -$91.9K -782 -12%
CIM
549
Contravisory Investment Management
Massachusetts
$655K +$33.6K +286 +5%
RT
550
Rockland Trust
Massachusetts
$651K -$157K -1,338 -19%
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