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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
VDI
626
Vaughan David Investments
Illinois
$487K
FCAS
627
First Command Advisory Services
Texas
$485K
FWM
628
Fingerlakes Wealth Management
New York
$483K +$386 +3 +0.1%
HW
629
Hancock Whitney
Mississippi
$482K +$161K +1,255 +44%
WP
630
Westmount Partners
California
$478K
AC
631
Avestar Capital
New York
$477K -$28K -218 -5%
TPWA
632
Twin Peaks Wealth Advisors
California
$476K +$34.1K +265 +7%
SWA
633
Strategies Wealth Advisors
Michigan
$476K +$521K +4,050 New
IAN
634
Integrated Advisors Network
Texas
$476K +$129 +1 +0%
SWA
635
Stratos Wealth Advisors
Ohio
$475K -$3.86K -30 -0.7%
SMC
636
Smith, Moore & Co
Missouri
$474K +$22.5K +175 +5%
AP
637
Adero Partners
California
$470K
BWP
638
Baldwin Wealth Partners
Massachusetts
$470K
FF
639
Finley Financial
Nevada
$466K +$9.64K +75 +2%
AAS
640
Annex Advisory Services
Wisconsin
$464K
TWM
641
Topsail Wealth Management
North Carolina
$462K -$25.7K -200 -5%
Westfield Capital Management
642
Westfield Capital Management
Massachusetts
$460K +$290K +2,253 +136%
CCM
643
Cohen Capital Management
California
$454K -$30.3K -236 -6%
SAI
644
Savvy Advisors Inc
New York
$454K +$58.4K +454 +13%
FA
645
FF Advisors
California
$450K
MC
646
Middleton & Co
Massachusetts
$449K
SA
647
Skyline Advisors
Washington
$447K +$257 +2 +0.1%
TC
648
Trilogy Capital
California
$443K -$34.8K -271 -7%
SCA
649
Sage Capital Advisors
South Dakota
$438K
BWA
650
BlueChip Wealth Advisors
Georgia
$438K

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.