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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
CAG
1126
Centerpoint Advisory Group
Kansas
-$228K -1,800 Closed
OWMIAS
1127
One Wealth Management Investment & Advisory Services
Florida
-$221K -1,747 Closed
TAM
1128
TCP Asset Management
Ohio
-$220K -1,739 Closed
WPC
1129
Wedmont Private Capital
Pennsylvania
-$216K -1,699 Closed
LAS
1130
Lloyd Advisory Services
Georgia
-$215K -1,694 Closed
FFM
1131
Forum Financial Management
Illinois
-$214K -1,691 Closed
LWL
1132
Leo Wealth LLC
Texas
-$214K -1,687 Closed
MAC
1133
Mason & Associates (California)
California
-$214K -1,686 Closed
HNWA
1134
Henrickson Nauta Wealth Advisors
Michigan
-$213K -1,683 Closed
IFWM
1135
Institute for Wealth Management
Colorado
-$213K -1,679 Closed
MA
1136
MAS Advisors
Florida
-$213K -1,678 Closed
EAM
1137
Evanson Asset Management
California
-$211K -1,662 Closed
EIA
1138
Edgemoor Investment Advisors
Maryland
-$210K -1,660 Closed
KHCM
1139
Kirtland Hills Capital Management
Ohio
-$210K -1,658 Closed
BCM
1140
Buckhead Capital Management
Georgia
-$210K -1,657 Closed
BIP
1141
Blueprint Investment Partners
North Carolina
-$209K -1,650 Closed
AIM
1142
Athena Investment Management
California
-$206K -1,624 Closed
AG
1143
Ascent Group
Virginia
-$205K -1,615 Closed
SAM
1144
Secure Asset Management
Michigan
-$204K -1,613 Closed
TCG
1145
Transcendent Capital Group
Oklahoma
-$201K -1,588 Closed
FWM
1146
Foguth Wealth Management
Michigan
-$210K -1,549 Closed
VWM
1147
Venturi Wealth Management
Texas
-$170K -1,344 Closed
FIA
1148
FPC Investment Advisory
California
-$174K -1,295 Closed
CBT
1149
CoreFirst Bank & Trust
Kansas
-$139K -1,096 Closed
DP
1150
Denver PWM
Colorado
-$133K -1,049 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.