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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
LFAS
651
Level Four Advisory Services
Texas
$437K +$24.4K +190 +5%
OSAM
652
O'Shaughnessy Asset Management
Connecticut
$437K +$36.6K +285 +8%
CFG
653
Citizens Financial Group
Rhode Island
$433K +$58K +451 +14%
SCA
654
St. Clair Advisors
Ohio
$430K
EWM
655
Empirical Wealth Management
Washington
$429K +$470K +3,654 New
LPAM
656
Lodestar Private Asset Management
California
$428K
UWPG
657
Ullmann Wealth Partners Group
Florida
$427K
TYCC
658
Texas Yale Capital Corp
Florida
$422K
BWA
659
BlueSky Wealth Advisors
North Carolina
$421K -$291K -2,266 -39%
MAWA
660
Moss Adams Wealth Advisors
Washington
$420K
SMA
661
Sage Mountain Advisors
Georgia
$419K -$366K -2,847 -44%
JPLA
662
Joseph P. Lucia & Associates
New York
$417K +$4.63K +36 +1%
MMPW
663
Mitchell McLeod Pugh & Williams
Alabama
$415K
JSW
664
Journey Strategic Wealth
New Jersey
$414K -$174K -1,354 -28%
FIM
665
Freedom Investment Management
Connecticut
$414K -$138K -1,072 -23%
IF
666
IRON Financial
Illinois
$412K -$19.5K -152 -4%
EWM
667
Evercore Wealth Management
New York
$411K
SIM
668
Stratos Investment Management
Ohio
$410K +$103K +801 +30%
CNTOF
669
Canandaigua National Trust of Florida
New York
$410K +$449K +3,491 New
CWC
670
Carolinas Wealth Consulting
North Carolina
$407K +$49.6K +386 +13%
NAS
671
NWF Advisory Services
California
$407K +$177K +1,378 +66%
PWM
672
Parkshore Wealth Management
California
$407K
FSA
673
Financial Sense Advisors
California
$406K +$170K +1,324 +62%
CG
674
Caprock Group
Idaho
$405K +$93.2K +725 +27%
ONST
675
Old North State Trust
North Carolina
$405K

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.