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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
DT
551
Diversified Trust
Tennessee
$665K -$6.43K -50 -0.9%
HWA
552
Heritage Wealth Advisors
Virginia
$664K -$101K -782 -12%
CIM
553
Contravisory Investment Management
Massachusetts
$655K +$36.8K +286 +5%
RT
554
Rockland Trust
Massachusetts
$651K -$172K -1,338 -19%
PWM
555
Perigon Wealth Management
California
$648K
FWMP
556
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$642K
OFG
557
Oxford Financial Group
Indiana
$642K
RWM
558
Rockwood Wealth Management
Pennsylvania
$640K
HSA
559
HBK Sorce Advisory
Pennsylvania
$640K
AIM
560
Allen Investment Management
New York
$639K
CWM
561
Cornerstone Wealth Management
Missouri
$638K +$1.54K +12 +0.2%
RPC
562
Rossmore Private Capital
Connecticut
$638K
RIS
563
Retirement Income Solutions
Michigan
$636K
RA
564
Ruggaard & Associates
Ohio
$632K
FPW
565
Flagship Private Wealth
Massachusetts
$628K -$35.4K -275 -5%
RTL
566
Red Tortoise LLC
Georgia
$624K
SI
567
Saxon Interests
Texas
$622K -$32.5K -253 -5%
NFG
568
Nations Financial Group
Iowa
$619K -$191K -1,485 -22%
National Bank of Canada
569
National Bank of Canada
Quebec, Canada
$616K -$11.3K -88 -2%
FAT
570
First American Trust
California
$612K +$670K +5,213 New
MM
571
Meridian Management
Arkansas
$611K
WKSWA
572
White Knight Strategic Wealth Advisors
New Jersey
$611K -$679K -5,279 -50%
NC
573
Napatree Capital
Rhode Island
$608K -$360K -2,801 -35%
NAM
574
NTV Asset Management
West Virginia
$605K
OL
575
Owen LaRue
Kentucky
$605K +$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.