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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 %
WP
626
Westmount Partners
California
$478K – – –
AC
627
Avestar Capital
New York
$477K -$25.6K -218 -5%
TPWA
628
Twin Peaks Wealth Advisors
California
$476K +$30.3K +265 +7%
SWA
629
Strategies Wealth Advisors
Michigan
$476K +$476K +4,050 New
IAN
630
Integrated Advisors Network
Texas
$476K +$117 +1 +0%
SWA
631
Stratos Wealth Advisors
Ohio
$475K -$3.53K -30 -0.7%
SMC
632
Smith, Moore & Co
Missouri
$474K +$20.6K +175 +5%
BWP
633
Baldwin Wealth Partners
Massachusetts
$470K – – –
AP
634
Adero Partners
California
$470K – – –
FF
635
Finley Financial
Nevada
$466K +$9.1K +75 +2%
AAS
636
Annex Advisory Services
Wisconsin
$464K – – –
TWM
637
Topsail Wealth Management
North Carolina
$462K -$23.5K -200 -5%
Westfield Capital Management
638
Westfield Capital Management
Massachusetts
$460K +$265K +2,253 +136%
CCM
639
Cohen Capital Management
California
$454K -$27.7K -236 -6%
SAI
640
Savvy Advisors Inc
New York
$454K +$53.3K +454 +13%
FA
641
FF Advisors
California
$450K – – –
MC
642
Middleton & Co
Massachusetts
$449K – – –
SA
643
Skyline Advisors
Washington
$447K +$235 +2 +0.1%
TC
644
Trilogy Capital
California
$443K -$31.8K -271 -7%
SCA
645
Sage Capital Advisors
South Dakota
$438K – – –
BWA
646
BlueChip Wealth Advisors
Georgia
$438K – – –
LFAS
647
Level Four Advisory Services
Texas
$437K +$22.3K +190 +5%
OSAM
648
O'Shaughnessy Asset Management
Connecticut
$437K +$33.5K +285 +8%
CFG
649
Citizens Financial Group
Rhode Island
$433K +$53K +451 +14%
SCA
650
St. Clair Advisors
Ohio
$430K – – –
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