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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
CMA
51
Cedar Mountain Advisors
Oregon
$33.3M -$101K -785 -0.3%
Comerica Bank
52
Comerica Bank
Texas
$33.2M -$409K -3,181 -1%
WANY
53
Wealthspire Advisors (New York)
New York
$32.8M +$19.6M +152,573 +120%
MFIM
54
Mesirow Financial Investment Management
Illinois
$32.4M +$18.5M +144,035 +109%
RFA
55
RTD Financial Advisors
Pennsylvania
$31.6M -$5.77M -44,903 -14%
BCI
56
Brinker Capital Investments
Pennsylvania
$30.7M -$2.59M -20,121 -7%
OPS
57
Orion Portfolio Solutions
Nebraska
$30.7M -$2.59M -20,121 -7%
TI
58
Truepoint Inc
Ohio
$29.4M +$1.89M +14,665 +6%
KF
59
Krilogy Financial
Missouri
$28M +$905K +7,037 +3%
HighTower Advisors
60
HighTower Advisors
Illinois
$27.9M -$857K -6,670 -3%
BPWM
61
Badgley Phelps Wealth Managers
Washington
$27.3M +$630K +4,898 +2%
Natixis Advisors
62
Natixis Advisors
Massachusetts
$27M +$12.6M +98,121 +74%
Baird Financial Group
63
Baird Financial Group
Wisconsin
$26.3M -$168K -1,309 -0.6%
AI
64
Accredited Investors
Minnesota
$25.5M -$771K -5,997 -3%
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$25.3M -$523K -4,069 -2%
SRA
66
Summit Rock Advisors
New York
$24.7M -$14.8M -114,853 -35%
MGIA
67
Moneta Group Investment Advisors
Missouri
$24.2M +$806K +6,270 +3%
OC
68
Oppenheimer & Co
New York
$23.8M +$2.98M +23,160 +13%
BOH
69
Bank of Hawaii
Hawaii
$23.4M +$8.74M +67,985 +52%
KeyBank National Association
70
KeyBank National Association
Ohio
$22.7M +$858K +6,677 +4%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$22.3M +$1.54M +11,947 +7%
BSG
72
Black Swift Group
Colorado
$22.2M +$18.6M +144,551 +324%
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$22.2M +$1.24M +9,679 +5%
N
74
Nuveen
North Carolina
$21.9M +$24M +186,496 New
HSBC Holdings
75
HSBC Holdings
United Kingdom
$21.2M -$202K -1,575 -0.9%

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.