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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
AP
976
Atwood & Palmer
Missouri
$54K
LFA
977
LGT Financial Advisors
Texas
$53.8K -$35.5K -276 -38%
MFC
978
Mechanics Financial Corp
Ohio
$53.6K
FGAM
979
Financial Gravity Asset Management
Texas
$51.7K +$56.6K +440 New
BWM
980
Bernard Wealth Management
Michigan
$50.3K
KB
981
Kimelman & Baird
New York
$50.3K
HWM
982
Horizons Wealth Management
North Carolina
$50.1K
MWA
983
Medallion Wealth Advisors
Connecticut
$49.3K
WTFG
984
Wood Tarver Financial Group
Idaho
$47.1K
CMP
985
Coston McIsaac & Partners
Maine
$47K
ITIM
986
Indiana Trust & Investment Management
Indiana
$45K
NSG
987
Nalls Sherbakoff Group
Tennessee
$45K +$49.2K +383 New
MEG
988
Millstone Evans Group
Colorado
$44.8K +$39.9K +310 +437%
ACA
989
Aptus Capital Advisors
Alabama
$44.1K -$5.66K -44 -11%
TTIC
990
Tower Trust & Investment Company
Iowa
$41.5K +$44K +342 New
CWP
991
Concord Wealth Partners
Virginia
$38.6K
PAI
992
Pittenger & Anderson Inc
Nebraska
$37.6K
CI
993
CX Institutional
Indiana
$37K +$40K +311 New
FFA
994
Founders Financial Alliance
North Carolina
$36K +$6.43K +50 +19%
ADL
995
Asset Dedication LLC
California
$35.8K -$25.5K -198 -39%
RFS
996
Richardson Financial Services
Massachusetts
$35.7K
IIL
997
Insight Inv LLC
California
$35K
ATC
998
Adirondack Trust Company
New York
$34.8K
CIA
999
Cape Investment Advisory
Georgia
$34K -$257 -2 -0.7%
RFA
1000
Register Financial Advisors
Georgia
$33.4K

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.