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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
FWM
1151
FLP Wealth Management
Arkansas
-$124K -980 Closed
MCM
1152
MidAtlantic Capital Management
Virginia
-$116K -912 Closed
PA
1153
PSI Advisors
Florida
-$106K -841 Closed
LDB
1154
Lee, Danner & Bass
Tennessee
-$96.1K -758 Closed
MC
1155
Montag & Caldwell
Georgia
-$85.6K -675 Closed
JGIA
1156
Jackson Grant Investment Advisers
Connecticut
-$84.7K -668 Closed
EBA
1157
Eagle Bay Advisors
New York
-$49.7K -392 Closed
TPW
1158
Talon Private Wealth
Florida
-$30.2K -238 Closed
RP
1159
Rice Partnership
Hawaii
-$22.1K -174 Closed
KBFS
1160
Kohmann Bosshard Financial Services
Ohio
-$14.6K -115 Closed
CMBA
1161
C.M. Bidwell & Associates
Hawaii
-$11.5K -91 Closed
BFP
1162
Briaud Financial Planning
Texas
-$8K -68 Closed
SC
1163
Swan Capital
Florida
-$7.73K -61 Closed
RWS
1164
Retirement Wealth Solutions
Wisconsin
-$7.62K -60 Closed
PCWA
1165
Pacific Capital Wealth Advisors
California
-$7.35K -58 Closed
SAM
1166
Synergy Asset Management
Washington
-$6.45K -55 Closed
WAM
1167
WFA Asset Management
Wisconsin
-$6.34K -50 Closed
PCA
1168
PMV Capital Advisers
Texas
-$5.96K -47 Closed
BAM
1169
Bellevue Asset Management
Washington
-$8.92K -31 Closed
MIA
1170
MeadowBrook Investment Advisors
Michigan
-$3.8K -30 Closed
PIP
1171
Peachtree Investment Partners
Florida
-$2.41K -19 Closed
VHAM
1172
Van Hulzen Asset Management
California
-$2.01K -16 Closed
WCM
1173
Westend Capital Management
California
-$1.39K -11 Closed
MFC
1174
Morris Financial Concepts
South Carolina
-$1.01K -8 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.