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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
Morgan Stanley
1
Morgan Stanley
New York
$2.15B +$29.8M +231,492 +1%
Bank of America
2
Bank of America
North Carolina
$995M +$152M +1,184,543 +16%
Wells Fargo
3
Wells Fargo
California
$598M -$15.6M -121,264 -2%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$572M +$41.6M +323,885 +7%
TIAA Trust, National Association
5
TIAA Trust, National Association
North Carolina
$328M -$70.4M -547,747 -16%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$313M -$2.87M -22,331 -0.8%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$293M +$2.15M +16,694 +0.7%
Ameriprise
8
Ameriprise
Minnesota
$293M -$9.47M -73,631 -3%
LPL Financial
9
LPL Financial
California
$270M +$18.6M +144,339 +7%
UBS Group
10
UBS Group
Switzerland
$266M -$5.23M -40,676 -2%
CCWM
11
Cassaday & Co Wealth Management
Virginia
$249M -$3.09M -24,045 -1%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$227M +$39.7M +308,531 +19%
Envestnet Portfolio Solutions
13
Envestnet Portfolio Solutions
Illinois
$215M -$6.11M -47,512 -3%
CB
14
Commerce Bank
Missouri
$208M -$4.47M -34,763 -2%
FCBT
15
First Citizens Bank & Trust
North Carolina
$202M -$9.35M -72,745 -4%
US Bancorp
16
US Bancorp
Minnesota
$183M +$9.75M +75,807 +5%
Truist Financial
17
Truist Financial
North Carolina
$148M +$70.8M +551,089 +78%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$138M +$3.52M +27,371 +2%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$131M +$17.9M +139,591 +14%
Osaic Holdings
20
Osaic Holdings
Arizona
$114M +$68.4M +531,766 +120%
Raymond James Financial
21
Raymond James Financial
Florida
$111M -$6.14M -47,723 -5%
CFB
22
Cullen/Frost Bankers
Texas
$97M +$10.6M +82,657 +11%
JP Morgan Chase
23
JP Morgan Chase
New York
$95.4M +$3.5M +27,191 +3%
PLFA
24
Pacific Life Fund Advisors
California
$89.3M +$97.8M +760,451 New
FAC
25
Financial Advisory Corporation
Michigan
$86.5M +$18.5K +144 +0%

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.