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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
FMWA
101
Forvis Mazars Wealth Advisors
Missouri
$14.4M -$154K -1,200 -1%
KAS
102
Kestra Advisory Services
Texas
$14.1M -$501K -3,898 -3%
JFG
103
JMG Financial Group
Illinois
$14.1M -$370K -2,877 -2%
PFPT
104
Pinnacle Financial Partners (Tennessee)
Tennessee
$13.9M +$583K +4,535 +4%
WMWM
105
Whitaker-Myers Wealth Managers
Ohio
$13.7M +$1.16M +9,002 +8%
Wealth Enhancement Advisory Services
106
Wealth Enhancement Advisory Services
Minnesota
$13.6M -$71.5K -556 -0.5%
CRC
107
Curi RMB Capital
Illinois
$13.1M -$1M -7,795 -7%
BCWM
108
Bartlett & Co Wealth Management
Ohio
$13.1M -$716K -5,568 -5%
HIP
109
HUB Investment Partners
Texas
$13M +$11.8K +92 +0.1%
Bank of New York Mellon
110
Bank of New York Mellon
New York
$13M -$9.6M -74,638 -40%
CM
111
Churchill Management
California
$12.6M -$250K -1,942 -2%
MBTD
112
Mechanics Bank - Trust Department
California
$12.3M -$1.31M -10,169 -9%
CWM
113
Connecticut Wealth Management
Connecticut
$12M +$514 +4 +0%
UCMOK
114
United Capital Management of KS
Kansas
$11.7M +$418K +3,250 +3%
LWP
115
LMG Wealth Partners
Louisiana
$11.7M -$225K -1,752 -2%
UB
116
UMB Bank
Missouri
$11.6M -$995K -7,736 -7%
Qube Research & Technologies (QRT)
117
Qube Research & Technologies (QRT)
United Kingdom
$11.1M +$5.36M +41,689 +79%
Pathstone Holdings
118
Pathstone Holdings
New Jersey
$11M +$257K +1,997 +2%
FMII
119
Farmers & Merchants Investments Inc
Nebraska
$11M +$3.6K +28 +0%
OAM
120
Occidental Asset Management
California
$10.8M -$80.5K -626 -0.7%
SFGP
121
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$10.7M +$38.2K +297 +0.3%
MCCA
122
Mill Creek Capital Advisors
Pennsylvania
$10.6M -$1.18M -9,176 -9%
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$10.6M +$1.43M +11,119 +14%
NP
124
NorthRock Partners
Minnesota
$10.6M -$846K -6,581 -7%
SCM
125
Sterling Capital Management
North Carolina
$10.5M -$1.19M -9,271 -9%

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.