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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
TCM
776
Towercrest Capital Management
Pennsylvania
$277K -$145K -1,128 -32%
Lazard Asset Management
777
Lazard Asset Management
New York
$277K
SWM
778
SeaCrest Wealth Management
New York
$277K
OWM
779
Orgel Wealth Management
Wisconsin
$277K -$49.8K -387 -14%
LI
780
LRI Investments
Florida
$276K
SHF
781
Stage Harbor Financial
Massachusetts
$275K -$21.6K -168 -7%
AWP
782
Axis Wealth Partners
Rhode Island
$274K -$12.3K -96 -4%
WP
783
WealthShield Partners
North Carolina
$273K
KCM
784
Kendall Capital Management
Maryland
$272K
JWCA
785
J.W. Coons Advisors
Ohio
$272K
VCP
786
Vista Capital Partners
Oregon
$272K
1CP
787
17 Capital Partners
Arizona
$269K +$25.1K +195 +9%
CF
788
Centaurus Financial
California
$267K +$5.66K +44 +2%
PSF
789
Pacific Sun Financial
California
$267K +$7.07K +55 +2%
APG
790
Abacus Planning Group
South Carolina
$265K +$2.44K +19 +0.8%
BCG
791
Breakwater Capital Group
New Jersey
$265K +$11.2K +87 +4%
MCM
792
Monarch Capital Management
Indiana
$265K
IIC
793
Ironwood Investment Counsel
Arizona
$264K
MMG
794
Monetary Management Group
Missouri
$264K +$64.3K +500 +29%
GBT
795
Grove Bank & Trust
Florida
$264K
JIC
796
Joel Isaacson & Co
New York
$263K -$19.9K -155 -6%
FP
797
Financial Perspectives
Minnesota
$262K
BW
798
BostonPremier Wealth
Massachusetts
$261K +$129 +1 +0%
DPI
799
Diversified Portfolios Inc
Michigan
$259K
MP
800
McDonald Partners
Ohio
$258K

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.