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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 %
TWP
601
Total Wealth Planning
Ohio
$528K -$8.69K -74 -2%
FI
602
Financial Insights
Washington
$525K -$14.9K -127 -3%
BAM
603
Berkshire Asset Management
Pennsylvania
$521K -$1.01K -8 -0.2%
GWMIA
604
Global Wealth Management Investment Advisory
Florida
$521K -$52.4K -446 -9%
SIA
605
Stegner Investment Associates
Kentucky
$518K – – –
EDRH
606
Edmond de Rothschild Holding
Switzerland
$516K – – –
PFA
607
Pure Financial Advisors
California
$516K -$49.2K -419 -9%
DC
608
Davenport & Co
Virginia
$515K +$30.3K +258 +6%
FIBT
609
First International Bank & Trust
North Dakota
$512K -$45.6K -388 -8%
CPSC
610
Carl P. Sherr & Co
Massachusetts
$511K -$10.2K -87 -2%
KF
611
KKM Financial
Illinois
$507K -$1.65K -13 -0.3%
LA
612
Legacy Advisors
Pennsylvania
$506K – – –
TRIA
613
Trail Ridge Investment Advisors
Colorado
$504K – – –
MFWP
614
Mosaic Family Wealth Partners
Missouri
$499K -$5.29K -45 -1%
LCM
615
Liberty Capital Management
Michigan
$499K -$4.7K -40 -0.9%
FA
616
Flagstar Advisors
New York
$499K +$352 +3 +0.1%
WWP
617
Wise Wealth Partners
Arizona
$497K +$77.5K +660 +18%
SAW
618
Signal Advisors Wealth
Michigan
$494K +$34.5K +294 +8%
IWA
619
Icon Wealth Advisors
Texas
$493K – – –
WIP
620
WealthCare Investment Partners
Rhode Island
$490K +$490K +4,451 New
PWMG
621
Prestige Wealth Management Group
New Jersey
$490K -$45.5K -387 -8%
VDI
622
Vaughan David Investments
Illinois
$487K – – –
FCAS
623
First Command Advisory Services
Texas
$485K – – –
FWM
624
Fingerlakes Wealth Management
New York
$483K +$353 +3 +0.1%
HW
625
Hancock Whitney
Mississippi
$482K +$147K +1,255 +44%
23 24
25
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