We are live on ! Find out more
IWP icon

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
JHCP
601
Jackson Hole Capital Partners
Oklahoma
$541K
VAF
602
Values Added Financial
District of Columbia
$541K
OIA
603
OneDigital Investment Advisors
Kansas
$539K -$146K -1,139 -20%
UF
604
Univest Financial
Pennsylvania
$532K -$55.3K -430 -9%
TWP
605
Total Wealth Planning
Ohio
$528K -$9.51K -74 -2%
FI
606
Financial Insights
Washington
$525K -$16.3K -127 -3%
BAM
607
Berkshire Asset Management
Pennsylvania
$521K -$1.03K -8 -0.2%
GWMIA
608
Global Wealth Management Investment Advisory
Florida
$521K -$57.3K -446 -9%
SIA
609
Stegner Investment Associates
Kentucky
$518K
EDRH
610
Edmond de Rothschild Holding
Switzerland
$516K
PFA
611
Pure Financial Advisors
California
$516K -$53.9K -419 -9%
DC
612
Davenport & Co
Virginia
$515K +$33.2K +258 +6%
FIBT
613
First International Bank & Trust
North Dakota
$512K -$49.9K -388 -8%
CPSC
614
Carl P. Sherr & Co
Massachusetts
$511K -$11.2K -87 -2%
KF
615
KKM Financial
Illinois
$507K -$1.67K -13 -0.3%
LA
616
Legacy Advisors
Pennsylvania
$506K
TRIA
617
Trail Ridge Investment Advisors
Colorado
$504K
MFWP
618
Mosaic Family Wealth Partners
Missouri
$499K -$5.79K -45 -1%
LCM
619
Liberty Capital Management
Michigan
$499K -$5.14K -40 -0.9%
FA
620
Flagstar Advisors
New York
$499K +$386 +3 +0.1%
WWP
621
Wise Wealth Partners
Arizona
$497K +$84.8K +660 +18%
SAW
622
Signal Advisors Wealth
Michigan
$494K +$37.8K +294 +8%
IWA
623
Icon Wealth Advisors
Texas
$493K
WIP
624
WealthCare Investment Partners
Rhode Island
$490K +$572K +4,451 New
PWMG
625
Prestige Wealth Management Group
New Jersey
$490K -$49.8K -387 -8%

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.