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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
$995M
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
$148M
5
Osaic Holdings
Osaic Holdings
Arizona
$114M

Top Sellers

1
AIA
Angeles Investment Advisors
California
$0
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$328M
3
GI
GLOBALT Investments
Georgia
$50.3M
4
Barclays
Barclays
United Kingdom
$1.9M
5
SW
SVB Wealth
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FMWA
101
Forvis Mazars Wealth Advisors
Missouri
$14.4M -$141K -1,200 -1%
KAS
102
Kestra Advisory Services
Texas
$14.1M -$458K -3,898 -3%
JFG
103
JMG Financial Group
Illinois
$14.1M -$338K -2,877 -2%
PFP
104
Pinnacle Financial Partners
Tennessee
$13.9M +$533K +4,535 +4%
WMWM
105
Whitaker-Myers Wealth Managers
Ohio
$13.7M +$1.06M +9,002 +8%
Wealth Enhancement Advisory Services
106
Wealth Enhancement Advisory Services
Minnesota
$13.6M -$65.3K -556 -0.5%
CRC
107
Curi RMB Capital
Illinois
$13.1M -$916K -7,795 -7%
BCWM
108
Bartlett & Co Wealth Management
Ohio
$13.1M -$654K -5,568 -5%
HIP
109
HUB Investment Partners
Texas
$13M +$10.8K +92 +0.1%
Bank of New York Mellon
110
Bank of New York Mellon
New York
$13M -$8.77M -74,638 -40%
CM
111
Churchill Management
California
$12.6M -$228K -1,942 -2%
MBTD
112
Mechanics Bank - Trust Department
California
$12.3M -$1.19M -10,169 -9%
CWM
113
Connecticut Wealth Management
Connecticut
$12M +$470 +4 +0%
UCMOK
114
United Capital Management of KS
Kansas
$11.7M +$382K +3,250 +3%
LWP
115
LMG Wealth Partners
Louisiana
$11.7M -$206K -1,752 -2%
UB
116
UMB Bank
Missouri
$11.6M -$909K -7,736 -7%
Qube Research & Technologies (QRT)
117
Qube Research & Technologies (QRT)
United Kingdom
$11.1M +$4.9M +41,689 +79%
Pathstone Holdings
118
Pathstone Holdings
New Jersey
$11M +$235K +1,997 +2%
FMII
119
Farmers & Merchants Investments Inc
Nebraska
$11M +$3.29K +28 +0%
OAM
120
Occidental Asset Management
California
$10.8M -$73.5K -626 -0.7%
SFG
121
Stonebridge Financial Group
Pennsylvania
$10.7M +$34.9K +297 +0.3%
MCCA
122
Mill Creek Capital Advisors
Pennsylvania
$10.6M -$1.08M -9,176 -9%
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$10.6M +$1.31M +11,119 +14%
NP
124
NorthRock Partners
Minnesota
$10.6M -$773K -6,581 -7%
SCM
125
Sterling Capital Management
North Carolina
$10.5M -$1.09M -9,271 -9%
3 4
5
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