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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
EK
901
Evensky & Katz
Florida
$161K +$129 +1 +0.1%
SS
902
Sunbelt Securities
Texas
$148K
AIA
903
Arcadia Investment Advisors
Idaho
$145K
AC
904
AlphaCore Capital
California
$145K +$159K +1,234 New
NEWAS
905
N.E.W. Advisory Services
Wisconsin
$144K +$158K +1,228 New
CFD
906
Creative Financial Designs
Indiana
$140K
RWM
907
Rialto Wealth Management
New York
$139K -$5.53K -43 -4%
TCA
908
Trifecta Capital Advisors
Illinois
$135K
AEPWM
909
Atlantic Edge Private Wealth Management
Florida
$134K
RCA
910
Runnymede Capital Advisors
Ohio
$132K -$13.5K -105 -9%
PA
911
Pineridge Advisors
Missouri
$130K -$11.8K -92 -8%
LWCFA
912
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$130K
BFO
913
Biltmore Family Office
North Carolina
$129K
EB
914
Eastern Bank
Massachusetts
$128K
BWL
915
Bogart Wealth LLC
Virginia
$127K -$7.58K -59 -5%
BA
916
Ballast Advisors
Minnesota
$121K -$25.7K -200 -16%
TF
917
Tompkins Financial
New York
$121K
PCTC
918
Perkins Coie Trust Company
Washington
$121K
TC
919
Trust Company
Kansas
$120K
EWM
920
Evermay Wealth Management
Virginia
$117K
CWM
921
Copia Wealth Management
Oregon
$116K -$129 -1 -0.1%
USB
922
Union Savings Bank
Connecticut
$114K -$1.67K -13 -1%
RFG
923
REAP Financial Group
Texas
$113K -$55.8K -434 -31%
SL
924
Salomon & Ludwin
Virginia
$112K -$9.13K -71 -7%
WT
925
Washington Trust
Rhode Island
$112K

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.