We are live on ! Find out more
IWP icon

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
NRI
851
NFP Retirement Inc
California
$222K
EFA
852
Edge Financial Advisors
Illinois
$222K -$8.61K -67 -3%
TFO
853
Timonier Family Office
North Carolina
$219K
ASBI
854
American State Bank (Iowa)
Iowa
$219K
CWM
855
CCG Wealth Management
California
$218K
WCM
856
Windsor Capital Management
Arizona
$218K
PVAMC
857
PPS&V Asset Management Consultants
Michigan
$218K
Simplex Trading
858
Simplex Trading
Illinois
$216K +$237K +1,840 New
IAIM
859
International Assets Investment Management
Florida
$216K -$324K -2,520 -58%
PTC
860
Philadelphia Trust Company
Pennsylvania
$215K
VBWMG
861
Von Berge Wealth Management Group
California
$215K
WC
862
Waterloo Capital
Texas
$215K +$643 +5 +0.3%
SRWM
863
Shira Ridge Wealth Management
California
$214K
CFA
864
Cahill Financial Advisors
Minnesota
$213K -$72.1K -561 -24%
HCM
865
Hollencrest Capital Management
California
$213K
TPA
866
Trivium Point Advisory
Connecticut
$211K -$29.7K -231 -11%
CPRC
867
Consolidated Portfolio Review Corp
New York
$211K +$230K +1,793 New
SIA
868
Summit Investment Advisors
Maryland
$209K +$26K +202 +13%
NFA
869
Northwest Financial Advisors
Virginia
$209K -$900 -7 -0.4%
DAS
870
Diversify Advisory Services
Utah
$208K +$221K +1,717 New
SCM
871
SCS Capital Management
Massachusetts
$207K +$227K +1,765 New
BHWM
872
Bar Harbor Wealth Management
New Hampshire
$207K
WTA
873
Washington Trust Advisors
Massachusetts
$207K +$4.63K +36 +2%
CB
874
Centennial Bank
Arkansas
$206K +$161K +1,256 +253%
RBFC
875
Roman Butler Fullerton & Co
Missouri
$205K +$129 +1 +0.1%

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.