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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
SIC
876
Sigma Investment Counselors
Michigan
$205K
CCA
877
Cobblestone Capital Advisors
New York
$204K
CCA
878
Cora Capital Advisors
New Jersey
$204K
FHB
879
First Hawaiian Bank
Hawaii
$204K
MWM
880
Maridea Wealth Management
New York
$203K
Russell Investments Group
881
Russell Investments Group
United Kingdom
$202K +$75.2K +585 +52%
BTI
882
Blue Trust Inc
Georgia
$199K -$14.7K -114 -6%
OC
883
Oakworth Capital
Alabama
$199K +$6.43K +50 +3%
AIM
884
Acropolis Investment Management
Missouri
$197K
SIC
885
Salem Investment Counselors
North Carolina
$196K
TCPG
886
Trivant Custom Portfolio Group
California
$195K -$129 -1 -0.1%
DRP
887
Decker Retirement Planning
Utah
$193K +$17.1K +133 +9%
BFPW
888
BOK Financial Private Wealth
Colorado
$189K -$70.7K -550 -26%
DSC
889
Duncker Streett & Co
Missouri
$186K +$5.14K +40 +3%
FFA
890
Farther Finance Advisors
California
$183K +$113K +877 +132%
KIM
891
Kestra Investment Management
Texas
$182K +$198K +1,538 +10,253%
GKIM
892
GW&K Investment Management
Massachusetts
$179K +$196K +1,521 New
PLU
893
Performa Ltd (US)
South Carolina
$171K +$129 +1 +0.1%
MIA
894
Milestone Investment Advisors
Wisconsin
$166K
SWA
895
SOA Wealth Advisors
New York
$165K
RAM
896
Ramirez Asset Management
New York
$164K +$64.3K +500 +56%
MA
897
Montag & Associates
Georgia
$164K -$184K -1,431 -51%
GTAM
898
Global Trust Asset Management
Florida
$163K -$1.6M -12,419 -90%
HBT
899
Hills Bank & Trust
Iowa
$162K
GWSG
900
GPS Wealth Strategies Group
Colorado
$161K +$59.9K +466 +51%

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.