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
Lido Advisors
76
Lido Advisors
California
$21.2M +$2.22M +17,259 +11%
AWM
77
AE Wealth Management
Kansas
$21.1M -$2.84M -22,125 -11%
AAP
78
Arax Advisory Partners
Colorado
$20.2M -$634K -4,931 -3%
HFS
79
Hantz Financial Services
Michigan
$20M +$1.11M +8,636 +5%
MML Investors Services
80
MML Investors Services
Massachusetts
$20M -$11.1K -86 -0.1%
SL
81
Systelligence LLC
Minnesota
$19.7M +$21.6M +167,725 New
SPIA
82
Steward Partners Investment Advisory
New York
$19.3M -$1.1M -8,569 -5%
BF
83
BOK Financial
Oklahoma
$19.2M +$3.8M +29,532 +22%
Northern Trust
84
Northern Trust
Illinois
$18.2M -$708K -5,506 -3%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$17.7M +$107K +835 +0.6%
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$17.7M -$410K -3,188 -2%
WA
87
Waverly Advisors
Alabama
$17.2M -$246K -1,917 -1%
APP
88
Avantax Planning Partners
Iowa
$17M +$8.86M +68,905 +91%
BCIM
89
Bishop & Co Investment Management
Pennsylvania
$17M -$1.14M -8,858 -6%
SF
90
Synovus Financial
Georgia
$16M -$982K -7,636 -5%
Stifel Financial
91
Stifel Financial
Missouri
$16M +$911K +7,086 +5%
LFWA
92
LBJ Family Wealth Advisors
Texas
$16M -$107K -832 -0.6%
BA
93
Bellwether Advisors
Nebraska
$15.8M +$17.2M +133,970 +24,226%
FWM
94
FSA Wealth Management
Massachusetts
$15.8M -$251K -1,955 -1%
KPWS
95
Kestra Private Wealth Services
Texas
$15.5M +$98.7K +768 +0.6%
PAG
96
Private Advisor Group
New Jersey
$15.5M -$7.2K -56 -0%
HCA
97
Heck Capital Advisors
Wisconsin
$15.5M +$113K +877 +0.7%
FWP
98
Falcon Wealth Planning
California
$15.3M -$3.57M -27,766 -18%
FPGK
99
Financial Partners Group (Kansas)
Kansas
$15M +$13.8M +106,985 +519%
MCM
100
MAI Capital Management
Ohio
$14.5M -$23.8K -185 -0.2%

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.