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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
PSB
1076
Piscataqua Savings Bank
New Hampshire
$3.52K
PPWM
1077
PFG Private Wealth Management
Florida
$3.06K
MSWA
1078
Marshall & Sterling Wealth Advisors
New York
$2.7K
RF
1079
Rossby Financial
Florida
$2.16K +$2.31K +18 New
TVWM
1080
Tower View Wealth Management
Wisconsin
$2.12K
MSG
1081
Main Street Group
Virginia
$1.41K
OCM
1082
Orion Capital Management
California
$1.29K
YAL
1083
Your Advocates Ltd
Texas
$1.06K
TFA
1084
Transamerica Financial Advisors
Florida
$1K
HC
1085
Hurley Capital
New York
$940 +$1.03K +8 New
M
1086
MOTCO
Texas
$705
TRCT
1087
Tower Research Capital (TRC)
New York
$587 -$1.53M -11,896 -100%
AIA
1088
Angeles Investment Advisors
California
-$80.1M -632,300 Closed
SW
1089
SVB Wealth
Massachusetts
-$25.1M -197,924 Closed
GG
1090
GenWealth Group
New Jersey
-$20.8M -163,909 Closed
PCM
1091
Penserra Capital Management
California
-$11.2M -88,753 Closed
PFM
1092
Potomac Fund Management
Florida
-$8.61M -67,930 Closed
OAM
1093
Oppenheimer Asset Management
New York
-$7.11M -56,093 Closed
Renaissance Technologies
1094
Renaissance Technologies
New York
-$5.64M -44,500 Closed
BF
1095
bLong Financial
Tennessee
-$5.06M -39,935 Closed
FAM
1096
Fred Alger Management
New York
-$3.98M -31,385 Closed
ACM
1097
Avalon Capital Management
California
-$3.55M -28,031 Closed
TGAM
1098
TBH Global Asset Management
Tennessee
-$1.7M -13,404 Closed
SCA
1099
Stillwater Capital Advisors
Pennsylvania
-$1.36M -10,768 Closed
Macquarie Group
1100
Macquarie Group
Australia
-$1.33M -10,495 Closed

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.