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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
NRC
1051
New Republic Capital
North Carolina
$10.7K -$10K -78 -46%
FMB
1052
Field & Main Bank
Kentucky
$10.6K
VWWMG
1053
Vermillion & White Wealth Management Group
Pennsylvania
$10.2K
TSMHT
1054
Thurston Springer Miller Herd & Titak
Indiana
$9.16K
RIL
1055
Rothschild Investment LLC
Illinois
$9.05K +$9.9K +77 New
APW
1056
Aventura Private Wealth
Florida
$8.81K
AWM
1057
Abound Wealth Management
Tennessee
$8.12K
NFSG
1058
Newbridge Financial Services Group
Florida
$7.53K -$4.11K -32 -33%
PWA
1059
Provenance Wealth Advisors
Florida
$7.05K
PSFG
1060
Park Square Financial Group
Georgia
$6.81K -$8.36K -65 -53%
APCM
1061
Alaska Permanent Capital Management
Alaska
$6.58K -$3.86K -30 -35%
HNW
1062
High Note Wealth
Minnesota
$6.11K
NRG
1063
Nemes Rush Group
Michigan
$6K
WA
1064
Whipplewood Advisors
Colorado
$5.64K +$9.38K +73 New
RF
1065
Robinswood Financial
Washington
$5.3K
HI
1066
Horizon Investments
North Carolina
$5.17K +$4.24K +33 +300%
BDPWM
1067
Barnes Dennig Private Wealth Management
Ohio
$5.17K +$5.66K +44 New
NMG
1068
New Millennium Group
Utah
$4.93K -$1.8K -14 -25%
VCM
1069
Versant Capital Management
Arizona
$4.93K
HCP
1070
Hexagon Capital Partners
Arkansas
$4.23K
NL
1071
NVWM LLC
Pennsylvania
$4.13K
CB
1072
CNB Bank
Pennsylvania
$3.88K
BC
1073
Broadwater Capital
Massachusetts
$3.76K
PFM
1074
Phillips Financial Management
Indiana
$3.76K
CFFP
1075
Center for Financial Planning
Michigan
$3.76K +$4.11K +32 New

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.