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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
SFS
801
Stiles Financial Services
Minnesota
$258K
YWM
802
Yardley Wealth Management
Pennsylvania
$258K -$848K -6,600 -75%
LWM
803
LJI Wealth Management
Indiana
$257K +$4.76K +37 +2%
SJGA
804
Stephen J. Garry & Associates
New York
$257K
SIA
805
Schechter Investment Advisors
Michigan
$256K
WS
806
Wedbush Securities
California
$255K -$123K -954 -31%
RIM
807
Rockbridge Investment Management
New York
$255K +$12.3K +96 +5%
AWMG
808
Alliance Wealth Management Group
New Jersey
$253K
CA
809
CGN Advisors
Kansas
$251K -$7.46K -58 -3%
AFP
810
Ausdal Financial Partners
Iowa
$250K +$274K +2,130 New
DIP
811
DT Investment Partners
Pennsylvania
$250K
PWMAG
812
Pinnacle Wealth Management Advisory Group
New Jersey
$250K +$25.1K +195 +10%
EBSAM
813
Eubel Brady & Suttman Asset Management
Ohio
$249K
HR
814
Howe & Rusling
New York
$249K +$203K +1,578 +292%
BFW
815
Brady Family Wealth
Missouri
$248K
DWP
816
Daymark Wealth Partners
Ohio
$248K -$16.3K -127 -6%
AIA
817
Arbor Investment Advisors
North Carolina
$247K
BFM
818
Broadview Financial Management
Wisconsin
$246K +$129 +1 +0%
CAM
819
Cozad Asset Management
Illinois
$245K
BMCM
820
Bryn Mawr Capital Management
Pennsylvania
$244K
BFA
821
Beacon Financial Advisory
Ohio
$244K +$3.6K +28 +1%
GC
822
Garde Capital
Washington
$244K
IA
823
Insight Advisors
Pennsylvania
$243K
KAS
824
KPP Advisory Services
Kentucky
$243K
YIA
825
YHB Investment Advisors
Connecticut
$242K -$25.7K -200 -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.