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
SAM
1001
Smartleaf Asset Management
Massachusetts
$32.1K
JFA
1002
JNBA Financial Advisors
Minnesota
$31.4K
AW
1003
Avion Wealth
Texas
$31K
WBC
1004
West Branch Capital
Massachusetts
$30.6K -$7.07K -55 -17%
ACM
1005
Anfield Capital Management
California
$30.3K
Federated Hermes
1006
Federated Hermes
Pennsylvania
$28.6K +$31.2K +243 New
CIAS
1007
Capital Investment Advisory Services
North Carolina
$26.9K +$12.1K +94 +70%
EPAM
1008
Evelyn Partners Asset Management
$26.3K
LWANC
1009
Laurel Wealth Advisors (North Carolina)
North Carolina
$26.1K
AWM
1010
Ameliora Wealth Management
Switzerland
$25.4K
BTD
1011
BankPlus Trust Department
Mississippi
$24.4K
DFA
1012
DHJJ Financial Advisors
Illinois
$24.4K -$771 -6 -3%
HFS
1013
Hughes Financial Services
Virginia
$23.9K +$26K +202 New
RWPA
1014
Richard W. Paul & Associates
Michigan
$23.9K -$19.5K -152 -43%
PMFA
1015
Plante Moran Financial Advisors
Michigan
$23.5K
HT
1016
Headlands Technologies
Illinois
$23K -$894K -6,958 -97%
RMC
1017
Resources Management Corp
Connecticut
$23K
JWA
1018
JFS Wealth Advisors
Pennsylvania
$21.6K
DAM
1019
Delta Asset Management
Tennessee
$21.1K
CWM
1020
CarsonAllaria Wealth Management
Illinois
$20.9K
IRC
1021
Investors Research Corp
Georgia
$20K +$9.26K +72 +73%
MWM
1022
Mascoma Wealth Management
New Hampshire
$19.7K -$18.8K -146 -46%
MAS
1023
MPWM Advisory Solutions
Georgia
$19.6K -$1.29K -10 -6%
SR
1024
Syntax Research
Florida
$19K -$12.9K -100 -38%
HWA
1025
HHM Wealth Advisors
Tennessee
$17.6K

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.