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
FNBT
201
FineMark National Bank & Trust
Florida
$4.75M +$1.2M +9,330 +30%
BMWS
202
Brady Martz Wealth Solutions
North Dakota
$4.73M -$96.3K -749 -2%
ClearBridge Investments
203
ClearBridge Investments
New York
$4.6M -$3.55M -27,594 -41%
HCM
204
HMS Capital Management
Tennessee
$4.51M +$2.91M +22,610 +114%
BCM
205
BluePointe Capital Management
California
$4.5M +$4.92M +38,269 New
IP
206
Investment Partners
Ohio
$4.47M -$127K -990 -3%
BB
207
Berkshire Bank
Massachusetts
$4.4M -$47.7K -371 -1%
APW
208
Acima Private Wealth
Virginia
$4.36M
CCM
209
Coldstream Capital Management
Washington
$4.34M -$187K -1,457 -4%
Citigroup
210
Citigroup
New York
$4.34M -$26.4K -205 -0.6%
FCI
211
Financial Counselors Inc
Kansas
$4.34M +$1.32M +10,281 +39%
GVAG
212
Great Valley Advisor Group
Delaware
$4.34M -$80.7K -628 -2%
FCP
213
Fidelis Capital Partners
Florida
$4.17M +$10K +78 +0.2%
SC
214
Savant Capital
Illinois
$4.17M -$3.98K -31 -0.1%
SC
215
Saiph Capital
New Jersey
$4.12M +$60K +467 +1%
HI
216
Harbour Investments
Wisconsin
$4.09M +$128K +997 +3%
LA
217
LWM Advisors
California
$4.09M -$15.3K -119 -0.4%
CCA
218
Cooper Capital Advisors
California
$4.04M +$4.43M +34,422 New
SPC
219
Sigma Planning Corp
Michigan
$4.03M +$48K +373 +1%
Brown Advisory
220
Brown Advisory
Maryland
$4M -$48K -373 -1%
CC
221
Courier Capital
New York
$3.98M
AB
222
Atlas Brown
Kentucky
$3.97M -$3.86K -30 -0.1%
AWMNH
223
Arcadia Wealth Management (New Hampshire)
New Hampshire
$3.96M +$79.7K +620 +2%
JFGIW
224
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.9M -$679K -5,283 -14%
MCWS
225
McKinley Carter Wealth Services
West Virginia
$3.89M -$278K -2,166 -6%

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.