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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

1,070 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 63 funds opening new positions, 334 increasing their positions, 377 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,070
Holders Change
-51
Holders Change %
-4.55%
% of All Funds
14.53%
Holding in Top 10
44
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.6%
New
63
Increased
334
Reduced
377
Closed
86
Calls
$15.5M
Puts
$10.9M
Net Calls
+$4.63M
Net Calls Change
-$4.41M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$139M
2
PLFA
Pacific Life Fund Advisors
California
+$89.3M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$65.1M
4
Truist Financial
Truist Financial
North Carolina
+$64.7M
5
Osaic Holdings
Osaic Holdings
Arizona
+$62.5M

Top Sellers

1
AIA
Angeles Investment Advisors
California
-$80.1M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$64.4M
3
GI
GLOBALT Investments
Georgia
-$47.3M
4
Barclays
Barclays
United Kingdom
-$29.9M
5
SW
SVB Wealth
Massachusetts
-$25.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
801
Rockbridge Investment Management
New York
$255K +$11.3K +96 +5%
AWMG
802
Alliance Wealth Management Group
New Jersey
$253K – – –
CA
803
CGN Advisors
Kansas
$251K -$6.81K -58 -3%
AFP
804
Ausdal Financial Partners
Iowa
$250K +$250K +2,130 New
DIP
805
DT Investment Partners
Pennsylvania
$250K – – –
PWMAG
806
Pinnacle Wealth Management Advisory Group
New Jersey
$250K +$22.9K +195 +10%
EBSAM
807
Eubel Brady & Suttman Asset Management
Ohio
$249K – – –
HR
808
Howe & Rusling
New York
$249K +$185K +1,578 +292%
BFW
809
Brady Family Wealth
Missouri
$248K – – –
DWP
810
Daymark Wealth Partners
Ohio
$248K -$14.9K -127 -6%
AIA
811
Arbor Investment Advisors
North Carolina
$247K – – –
BFM
812
Broadview Financial Management
Wisconsin
$246K +$118 +1 +0%
CAM
813
Cozad Asset Management
Illinois
$245K – – –
BMCM
814
Bryn Mawr Capital Management
Pennsylvania
$244K – – –
BFA
815
Beacon Financial Advisory
Ohio
$244K +$3.29K +28 +1%
GC
816
Garde Capital
Washington
$244K – – –
IA
817
Insight Advisors
Pennsylvania
$243K – – –
KAS
818
KPP Advisory Services
Kentucky
$243K – – –
YIA
819
YHB Investment Advisors
Connecticut
$242K -$23.5K -200 -9%
FWMM
820
Foundation Wealth Management (Missouri)
Missouri
$241K – – –
CIBC World Market
821
CIBC World Market
Ontario, Canada
$241K – – –
OP
822
ORG Partners
Indiana
$240K +$135K +1,137 +128%
PGA
823
Portland Global Advisors
Maine
$238K – – –
IPW
824
Impact Partnership Wealth
Georgia
$237K +$15.9K +135 +7%
GIM
825
Goelzer Investment Management
Indiana
$237K -$30.5K -260 -11%
31 32
33
34 35