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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
SCTC
701
Sanibel Captiva Trust Company
Florida
$372K
BCM
702
Bourgeon Capital Management
Connecticut
$370K
FL
703
FreeGulliver LLC
Louisiana
$369K -$39.2K -305 -9%
RYIA
704
Roehl & Yi Investment Advisors
Oregon
$369K -$14.8K -115 -4%
AIA
705
Armor Investment Advisors
North Carolina
$369K
SW
706
SkyOak Wealth
Michigan
$368K -$14.3K -111 -3%
HA
707
HFG Advisors
Ohio
$368K -$19.5K -152 -5%
WFM
708
Wolff Financial Management
Michigan
$366K -$6.94K -54 -2%
WA
709
WealthTrust Axiom
Pennsylvania
$365K
CAL
710
Capital Advisors Ltd
Ohio
$365K
RWA
711
Redhawk Wealth Advisors
Minnesota
$365K +$21.2K +165 +6%
KL
712
KilterHowling LLC
Colorado
$363K +$129 +1 +0%
MAM
713
Madison Asset Management
Wisconsin
$362K
BIM
714
Bridges Investment Management
Nebraska
$362K
RFWA
715
RPg Family Wealth Advisory
Massachusetts
$357K +$391K +3,041 New
CA
716
Continuum Advisory
Idaho
$357K
Fiera Capital (Canada)
717
Fiera Capital (Canada)
Quebec, Canada
$356K -$43.6K -339 -10%
CPSAC
718
Chas P. Smith & Associates (CPS)
Florida
$355K +$51.7K +402 +15%
WLIM
719
White Lighthouse Investment Management
Massachusetts
$354K -$44.7K -348 -10%
MWA
720
Midland Wealth Advisors
Illinois
$354K
CAI
721
Capital Advisors Inc
Oklahoma
$353K
PWP
722
Perfromance Wealth Partners
Illinois
$353K +$75.8K +590 +24%
PCM
723
Parsons Capital Management
Rhode Island
$352K -$10.5K -82 -3%
RIA
724
Regal Investment Advisors
Michigan
$352K -$6.43K -50 -2%
GC
725
Grimes & Company
Massachusetts
$351K +$257 +2 +0.1%

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.