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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 %
HA
701
HFG Advisors
Ohio
$368K -$17.9K -152 -5%
WFM
702
Wolff Financial Management
Michigan
$366K -$6.35K -54 -2%
WA
703
WealthTrust Axiom
Pennsylvania
$365K – – –
CAL
704
Capital Advisors Ltd
Ohio
$365K – – –
RWA
705
Redhawk Wealth Advisors
Minnesota
$365K +$19.4K +165 +6%
KL
706
KilterHowling LLC
Colorado
$363K +$127 +1 +0%
MAM
707
Madison Asset Management
Wisconsin
$362K – – –
BIM
708
Bridges Investment Management
Nebraska
$362K – – –
RFWA
709
RPg Family Wealth Advisory
Massachusetts
$357K +$357K +3,041 New
CA
710
Continuum Advisory
Idaho
$357K – – –
Fiera Capital (Canada)
711
Fiera Capital (Canada)
Quebec, Canada
$356K -$39.8K -339 -10%
CPSAC
712
Chas P. Smith & Associates (CPS)
Florida
$355K +$47.2K +402 +15%
WLIM
713
White Lighthouse Investment Management
Massachusetts
$354K -$40.9K -348 -10%
MWA
714
Midland Wealth Advisors
Illinois
$354K – – –
CAI
715
Capital Advisors Inc
Oklahoma
$353K – – –
PWP
716
Perfromance Wealth Partners
Illinois
$353K +$69.3K +590 +24%
PCM
717
Parsons Capital Management
Rhode Island
$352K -$9.63K -82 -3%
RIA
718
Regal Investment Advisors
Michigan
$352K -$5.87K -50 -2%
GC
719
Grimes & Company
Massachusetts
$351K +$235 +2 +0.1%
RCP
720
Rothschild Capital Partners
New York
$350K -$61.9K -527 -15%
TCM
721
Tassel Capital Management
North Carolina
$348K +$48.8K +415 +16%
GPWM
722
Grant Private Wealth Management
California
$347K – – –
HP
723
Holistic Planning
Texas
$344K -$4.23K -36 -1%
SRC
724
Sage Rhino Capital
California
$344K – – –
LWM
725
LongView Wealth Management
Georgia
$341K +$28.4K +242 +9%
27 28
29
30 31