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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

1,070 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 63 funds opening new positions, 334 increasing their positions, 377 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,070
Holders Change
-51
Holders Change %
-4.55%
% of All Funds
14.54%
Holding in Top 10
44
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.6%
New
63
Increased
334
Reduced
377
Closed
86
Calls
$15.5M
Puts
$10.9M
Net Calls
+$4.63M
Net Calls Change
-$4.41M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$139M
2
PLFA
Pacific Life Fund Advisors
California
+$89.3M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$65.1M
4
Truist Financial
Truist Financial
North Carolina
+$64.7M
5
Osaic Holdings
Osaic Holdings
Arizona
+$62.5M

Top Sellers

1
AIA
Angeles Investment Advisors
California
-$80.1M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$64.4M
3
GI
GLOBALT Investments
Georgia
-$47.3M
4
Barclays
Barclays
United Kingdom
-$29.9M
5
SW
SVB Wealth
Massachusetts
-$25.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fisher Asset Management
1101
Fisher Asset Management
Washington
– -$264K -2,085 Closed
KJHP
1102
K.J. Harrison & Partners
Ontario, Canada
– -$262K -2,052 Closed
VWA
1103
Visionary Wealth Advisors
Illinois
– -$245K -1,933 Closed
KA
1104
Kovack Advisors
Florida
– -$240K -1,897 Closed
BBW
1105
Blue Barn Wealth
Utah
– -$236K -1,860 Closed
Chevy Chase Trust
1106
Chevy Chase Trust
Maryland
– -$232K -1,832 Closed
LTAS
1107
Linden Thomas Advisory Services
North Carolina
– -$230K -1,817 Closed
WP
1108
WMS Partners
Maryland
– -$229K -1,806 Closed
AA
1109
Auxano Advisors
Washington
– -$229K -1,803 Closed
CAG
1110
Centerpoint Advisory Group
Kansas
– -$228K -1,800 Closed
OWMIAS
1111
One Wealth Management Investment & Advisory Services
Florida
– -$221K -1,747 Closed
TAM
1112
TCP Asset Management
Ohio
– -$220K -1,739 Closed
WPC
1113
Wedmont Private Capital
Pennsylvania
– -$216K -1,699 Closed
LAS
1114
Lloyd Advisory Services
Georgia
– -$215K -1,694 Closed
FFM
1115
Forum Financial Management
Illinois
– -$214K -1,691 Closed
LWL
1116
Leo Wealth LLC
Texas
– -$214K -1,687 Closed
MAC
1117
Mason & Associates (California)
California
– -$214K -1,686 Closed
HNWA
1118
Henrickson Nauta Wealth Advisors
Michigan
– -$213K -1,683 Closed
IFWM
1119
Institute for Wealth Management
Colorado
– -$213K -1,679 Closed
MA
1120
MAS Advisors
Florida
– -$213K -1,678 Closed
EAM
1121
Evanson Asset Management
California
– -$211K -1,662 Closed
EIA
1122
Edgemoor Investment Advisors
Maryland
– -$210K -1,660 Closed
KHCM
1123
Kirtland Hills Capital Management
Ohio
– -$210K -1,658 Closed
BCM
1124
Buckhead Capital Management
Georgia
– -$210K -1,657 Closed
BIP
1125
Blueprint Investment Partners
North Carolina
– -$209K -1,650 Closed
43 44
45
46 47