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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
RCP
726
Rothschild Capital Partners
New York
$350K -$67.7K -527 -15%
TCM
727
Tassel Capital Management
North Carolina
$348K +$53.4K +415 +16%
GPWM
728
Grant Private Wealth Management
California
$347K
HP
729
Holistic Planning
Texas
$344K -$4.63K -36 -1%
SRC
730
Sage Rhino Capital
California
$344K
LWM
731
LongView Wealth Management
Georgia
$341K +$31.1K +242 +9%
EC
732
Elequin Capital
New York
$340K +$302K +2,347 +426%
WA
733
Wealth Alliance
New York
$340K -$442K -3,437 -54%
AA
734
Argent Advisors
Louisiana
$337K
AQR Capital Management
735
AQR Capital Management
Connecticut
$337K +$138K +1,074 +60%
BF
736
Baring Financial
Washington
$337K -$66.2K -515 -15%
TCBWMS
737
Texas Capital Bank Wealth Management Services
Texas
$337K -$38.6K -300 -9%
MWP
738
Madison Wealth Partners
Wisconsin
$330K -$10.3K -80 -3%
CWM
739
Cahill Wealth Management
Michigan
$329K
AA
740
Advisory Alpha
Michigan
$327K +$771 +6 +0.2%
SPWG
741
Syntegra Private Wealth Group
Missouri
$325K
IAA
742
Independent Advisor Alliance
North Carolina
$323K -$1.88M -14,628 -84%
LIA
743
LifePlan Investment Advisors
North Carolina
$319K
AWA
744
Amplius Wealth Advisors
Pennsylvania
$318K -$386 -3 -0.1%
MFA
745
Mayflower Financial Advisors
Massachusetts
$317K +$3.08K +24 +0.9%
HFA
746
High Falls Advisors
New York
$317K +$55K +428 +19%
CFP
747
Cascade Financial Partners
California
$316K +$1.03K +8 +0.3%
ECA
748
Elevated Capital Advisors
Utah
$316K
PI
749
PFG Investments
New York
$315K +$4.76K +37 +1%
EIP
750
Easterly Investment Partners
Massachusetts
$313K -$486K -3,778 -59%

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.