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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
FWMM
826
Foundation Wealth Management (Missouri)
Missouri
$241K
CIBC World Market
827
CIBC World Market
Ontario, Canada
$241K
OP
828
ORG Partners
Indiana
$240K +$146K +1,137 +128%
PGA
829
Portland Global Advisors
Maine
$238K
IPW
830
Impact Partnership Wealth
Georgia
$237K +$17.4K +135 +7%
GIM
831
Goelzer Investment Management
Indiana
$237K -$33.4K -260 -11%
FHA
832
Flagship Harbor Advisors
Massachusetts
$237K
MHWM
833
Montz Harcus Wealth Management
Louisiana
$236K +$257 +2 +0.1%
SWP
834
Sagespring Wealth Partners
Tennessee
$236K -$129 -1 -0%
SVWG
835
Shared Vision Wealth Group
United States
$236K
CHJWM
836
Carlton Hofferkamp & Jenks Wealth Management
Texas
$234K +$514 +4 +0.2%
HBW
837
Hazlett, Burt & Watson
West Virginia
$234K -$62.6K -487 -20%
NG
838
Norden Group
Utah
$233K -$45.6K -355 -15%
KCPT
839
Kingstone Capital Partners Texas
Texas
$230K +$129 +1 +0.1%
TWM
840
Tanager Wealth Management
United Kingdom
$229K +$251K +1,949 New
SC
841
Scotia Capital
Ontario, Canada
$228K
T
842
Transce3nd
Texas
$227K -$16.8K -131 -6%
KWS
843
Keystone Wealth Services
California
$227K -$4.24K -33 -2%
CFG
844
Clayton Financial Group
Missouri
$227K +$4.63K +36 +2%
SIAG
845
Safeguard Investment Advisory Group
California
$226K -$643 -5 -0.3%
RPGK
846
Retirement Planning Group (Kansas)
Kansas
$225K -$104K -811 -30%
Empower Advisory Group
847
Empower Advisory Group
Colorado
$224K -$643 -5 -0.3%
TW
848
TritonPoint Wealth
Maryland
$224K +$21.9K +170 +10%
WMA
849
West Michigan Advisors
Michigan
$224K -$2.19K -17 -0.9%
Fayez Sarofim & Co
850
Fayez Sarofim & Co
Texas
$223K

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.