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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 %
TCA
901
Trifecta Capital Advisors
Illinois
$135K – – –
AEPWM
902
Atlantic Edge Private Wealth Management
Florida
$134K – – –
RCA
903
Runnymede Capital Advisors
Ohio
$132K -$12.3K -105 -9%
PA
904
Pineridge Advisors
Missouri
$130K -$10.8K -92 -8%
LWCFA
905
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$130K – – –
BFO
906
Biltmore Family Office
North Carolina
$129K – – –
EB
907
Eastern Bank
Massachusetts
$128K – – –
BWL
908
Bogart Wealth LLC
Virginia
$127K -$6.93K -59 -5%
BA
909
Ballast Advisors
Minnesota
$121K -$23.5K -200 -16%
TF
910
Tompkins Financial
New York
$121K – – –
PCTC
911
Perkins Coie Trust Company
Washington
$121K – – –
TC
912
Trust Company
Kansas
$120K – – –
EWM
913
Evermay Wealth Management
Virginia
$117K – – –
CWM
914
Copia Wealth Management
Oregon
$116K -$117 -1 -0.1%
USB
915
Union Savings Bank
Connecticut
$114K -$1.53K -13 -1%
RFG
916
REAP Financial Group
Texas
$113K -$51K -434 -31%
SL
917
Salomon & Ludwin
Virginia
$112K -$8.34K -71 -7%
WT
918
Washington Trust
Rhode Island
$112K – – –
RIA
919
Realta Investment Advisors
Delaware
$109K +$17.3K +147 +19%
NWM
920
Nova Wealth Management
Florida
$108K +$83.1K +707 +333%
BFS
921
Bare Financial Services
Pennsylvania
$107K – – –
MPCG
922
Matrix Private Capital Group
New York
$106K – – –
POIA
923
Pin Oak Investment Advisors
Texas
$104K – – –
SIS
924
Sound Income Strategies
Florida
$103K +$1.53K +13 +2%
William Blair Investment Management
925
William Blair Investment Management
Illinois
$101K +$101K +860 New
35 36
37
38 39