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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
LWA
1026
Lowe Wealth Advisors
Maryland
$17.6K
RTC
1027
Riverview Trust Company
Washington
$17.6K
UCB
1028
United Community Bank
South Carolina
$17.5K
MSFP
1029
Mark Sheptoff Financial Planning
Connecticut
$17.3K +$5.4K +42 +40%
ACA
1030
American Capital Advisory
Idaho
$16.8K +$18.4K +143 New
CA
1031
Crewe Advisors
Utah
$15.6K
AIM
1032
Anchor Investment Management
South Carolina
$15.3K
LWMI
1033
Legacy Wealth Management (Idaho)
Idaho
$14.6K
ANBT
1034
American National Bank & Trust
Texas
$14.1K
PWA
1035
Physician Wealth Advisors
Utah
$14.1K
PP
1036
PrairieView Partners
Minnesota
$14K -$12.9K -100 -44%
MLA
1037
MB, Levis & Associates
Pennsylvania
$13.2K
DJSG
1038
D.J. St. Germain
Massachusetts
$12.7K
CSC
1039
Caldwell Sutter Capital
California
$12K
OL
1040
one8zero8 LLC
North Carolina
$12K
WAG
1041
Windsor Advisory Group
Ohio
$12K
FDCDDQ
1042
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.7K
MTIC
1043
Missouri Trust & Investment Company
Missouri
$11.7K
BL
1044
BFSG LLC
California
$11.7K +$12.9K +100 New
CL
1045
CSS LLC
Illinois
$11.7K +$12.9K +100 New
MWM
1046
MorganRosel Wealth Management
Colorado
$11.6K +$12.7K +99 New
PFSC
1047
Peoples Financial Services Corp
Pennsylvania
$11.6K
CAWM
1048
Capital A Wealth Management
Pennsylvania
$11.5K -$4.11K -32 -25%
RPA
1049
Redwood Park Advisors
California
$11.3K
CBT
1050
Crews Bank & Trust
Florida
$11K

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.