IWP icon

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 %
EWM
651
Empirical Wealth Management
Washington
$429K +$429K +3,654 New
LPAM
652
Lodestar Private Asset Management
California
$428K – – –
UWPG
653
Ullmann Wealth Partners Group
Florida
$427K – – –
TYCC
654
Texas Yale Capital Corp
Florida
$422K – – –
BWA
655
BlueSky Wealth Advisors
North Carolina
$421K -$266K -2,266 -39%
MAWA
656
Moss Adams Wealth Advisors
Washington
$420K – – –
SMA
657
Sage Mountain Advisors
Georgia
$419K -$335K -2,847 -44%
JPLA
658
Joseph P. Lucia & Associates
New York
$417K +$4.23K +36 +1%
MMPW
659
Mitchell McLeod Pugh & Williams
Alabama
$415K – – –
JSW
660
Journey Strategic Wealth
New Jersey
$414K -$159K -1,354 -28%
FIM
661
Freedom Investment Management
Connecticut
$414K -$126K -1,072 -23%
IF
662
IRON Financial
Illinois
$412K -$17.9K -152 -4%
EWM
663
Evercore Wealth Management
New York
$411K – – –
SIM
664
Stratos Investment Management
Ohio
$410K +$94.1K +801 +30%
CNTOF
665
Canandaigua National Trust of Florida
New York
$410K +$410K +3,491 New
CWC
666
Carolinas Wealth Consulting
North Carolina
$407K +$45.3K +386 +13%
NAS
667
NWF Advisory Services
California
$407K +$162K +1,378 +66%
PWM
668
Parkshore Wealth Management
California
$407K – – –
FSA
669
Financial Sense Advisors
California
$406K +$156K +1,324 +62%
CG
670
Caprock Group
Idaho
$405K +$85.2K +725 +27%
ONST
671
Old North State Trust
North Carolina
$405K – – –
FAIM
672
Financial Advocates Investment Management
Washington
$400K -$55.5K -472 -12%
PIFP
673
Partners in Financial Planning
Virginia
$400K – – –
CG
674
Cynosure Group
Utah
$400K – – –
DFG
675
Delta Financial Group
New Jersey
$399K +$125 +1 +0%
25 26
27
28 29