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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
FFA
151
First Foundation Advisors
California
$7.22M -$622K -4,836 -7%
CGA
152
Crescent Grove Advisors
Illinois
$7.21M -$11.8K -92 -0.1%
KFP
153
KMG Fiduciary Partners
Ohio
$7.21M +$477K +3,714 +6%
Mercer Global Advisors
154
Mercer Global Advisors
Colorado
$7.2M +$1.7M +13,194 +27%
PF
155
Phoenix Financial
Israel
$7.09M -$2.75M -21,401 -26%
GIA
156
GHP Investment Advisors
Colorado
$7.03M -$112K -871 -1%
AssetMark Inc
157
AssetMark Inc
California
$6.97M -$3.77M -29,348 -33%
Cerity Partners
158
Cerity Partners
New York
$6.96M +$449K +3,489 +6%
CCM
159
Condor Capital Management
New Jersey
$6.94M +$153K +1,194 +2%
QC
160
Quadrature Capital
United Kingdom
$6.87M +$3.24M +25,182 +76%
PFA
161
Petra Financial Advisors
Colorado
$6.64M -$106K -823 -1%
CWM
162
Congress Wealth Management
Massachusetts
$6.58M -$10M -77,937 -58%
VW
163
Vance Wealth
California
$6.57M +$274K +2,134 +4%
FCH
164
Freestone Capital Holdings
Washington
$6.54M -$1.33M -10,335 -16%
CHAM
165
Clear Harbor Asset Management
Connecticut
$6.52M +$771K +6,001 +12%
PCMM
166
Piedmont Capital Management (Montana)
Montana
$6.48M +$365K +2,842 +5%
CA
167
Clearstead Advisors
Ohio
$6.35M -$29.7K -231 -0.4%
CG
168
Corundum Group
Colorado
$6.35M -$155K -1,209 -2%
SWP
169
Stratos Wealth Partners
Ohio
$6.22M +$1.82M +14,120 +36%
MWM
170
Modera Wealth Management
New Jersey
$6.22M -$3.21K -25 -0%
PIA
171
Powell Investment Advisors
Florida
$6.14M +$321K +2,499 +5%
PCG
172
Prosperity Consulting Group
Maryland
$6.13M +$383K +2,976 +6%
FHA
173
First Horizon Advisors
Tennessee
$6.12M +$17.5K +136 +0.3%
TAM
174
Tocqueville Asset Management
New York
$6.11M -$425K -3,308 -6%
MCM
175
Monument Capital Management
Virginia
$6.07M +$6.64M +51,661 New

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.