We are live on ! Find out more
IWP icon

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
FCAM
126
First Citizens Asset Management
North Carolina
$10.5M -$89.3K -695 -0.8%
AAS
127
Avantax Advisory Services
Texas
$10.3M -$730K -5,680 -6%
Kovitz Investment Group Partners
128
Kovitz Investment Group Partners
Illinois
$10.1M +$7.71K +60 +0.1%
VA
129
VestGen Advisors
Illinois
$10.1M +$11M +85,732 New
SCA
130
Southern Capital Advisors
Tennessee
$9.92M -$699K -5,436 -6%
Citadel Advisors
131
Citadel Advisors
Florida
$9.47M +$10.4M +80,564 +671,367%
CNBT
132
Canandaigua National Bank & Trust
New York
$9.44M +$8.97M +69,748 +656%
XF
133
XML Financial
Maryland
$9.37M +$56.6K +440 +0.6%
SA
134
Sanctuary Advisors
Indiana
$9.34M -$640K -4,975 -6%
ATC
135
Argent Trust Co
Tennessee
$9.28M -$1.29M -10,050 -11%
WIC
136
Whitegate Investment Counselors
New Hampshire
$9.24M -$62.6K -487 -0.6%
WFA
137
WestHill Financial Advisors
California
$8.72M -$712K -5,538 -7%
SMF
138
Sterling Manor Financial
New York
$8.31M -$4.05M -31,530 -31%
Janney Montgomery Scott
139
Janney Montgomery Scott
Pennsylvania
$8.29M -$317K -2,463 -3%
IA
140
IFP Advisors
Florida
$8.13M +$534K +4,157 +6%
VOYA Investment Management
141
VOYA Investment Management
Georgia
$8.09M +$7.47M +58,136 +543%
FMC
142
First Merchants Corp
Indiana
$8.05M +$756K +5,881 +9%
SFS
143
Sowell Financial Services
Arkansas
$7.93M +$8.68M +67,499 New
SAM
144
Sequent Asset Management
Texas
$7.91M
JWCA
145
J.W. Cole Advisors
Florida
$7.73M +$181K +1,405 +2%
PWAM
146
Private Wealth Asset Management
Iowa
$7.62M +$8.34M +64,837 New
CI
147
Conning Inc
Connecticut
$7.49M -$885K -6,881 -10%
NA
148
NewEdge Advisors
Louisiana
$7.45M -$414K -3,219 -5%
GIA
149
Gladstone Institutional Advisory
Florida
$7.4M +$153K +1,193 +2%
SYBT
150
Stock Yards Bank & Trust
Kentucky
$7.24M +$118K +917 +2%

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.