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iShares Russell Mid-Cap Growth ETF

1,164 hedge funds and large institutions have $14.3B invested in iShares Russell Mid-Cap Growth ETF in 2025 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 333 increasing their positions, 373 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 47

16% more funds holding in top 10

Funds holding in top 10: 4451 (+7)

15% more capital invested

Capital invested by funds: $12.4B → $14.3B (+$1.85B)

7% more funds holding

Funds holding: 1,0851,164 (+79)

10.25% less ownership

Funds ownership: 74.77%64.52% (-10%)

11% less repeat investments, than reductions

Existing positions increased: 333 | Existing positions reduced: 373

42% less call options, than puts

Call options by funds: $27.2M | Put options by funds: $47.1M

Holders
1,164
Holders Change
+79
Holders Change %
+7.28%
% of All Funds
15.33%
Holding in Top 10
51
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+15.91%
% of All Funds
0.67%
New
141
Increased
333
Reduced
373
Closed
47
Calls
$27.2M
Puts
$47.1M
Net Calls
-$19.9M
Net Calls Change
-$24.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
226
SOA Wealth Advisors
New York
$4.56M +$3.98M +31,466 +2,235%
CAM
227
Cresset Asset Management
Illinois
$4.53M -$1.4M -11,071 -25%
ICM
228
IMS Capital Management
Oregon
$4.52M -$16.6K -131 -0.4%
TC
229
TradeLink Capital
Illinois
$4.49M +$4.1M +32,400 New
LA
230
LWM Advisors
California
$4.48M -$9.61K -76 -0.2%
MCWS
231
McKinley Carter Wealth Services
West Virginia
$4.47M -$110K -867 -3%
T. Rowe Price Associates
232
T. Rowe Price Associates
Maryland
$4.45M
BC
233
Broadwater Capital
Massachusetts
$4.44M +$557K +4,406 +13,769%
HCM
234
HMS Capital Management
Tennessee
$4.4M -$1.35M -10,703 -25%
Tudor Investment Corp
235
Tudor Investment Corp
Connecticut
$4.37M +$2.81M +22,183 +237%
WFS
236
Widmann Financial Services
Maryland
$4.32M +$157K +1,242 +4%
EAM
237
Eukles Asset Management
Ohio
$4.27M -$37.1K -293 -0.9%
VCM
238
Vision Capital Management
Oregon
$4.27M
HNB
239
Huntington National Bank
Ohio
$4.19M
HA
240
Hofer & Associates
California
$4.19M +$43.5K +344 +1%
BPA
241
Beacon Pointe Advisors
California
$4.13M +$946K +7,477 +33%
Financial Engines Advisors
242
Financial Engines Advisors
California
$4.12M +$235K +1,859 +7%
MCM
243
MV Capital Management
Maryland
$4.1M -$60K -474 -2%
PFS
244
Prospera Financial Services
Texas
$4.07M -$87.4K -691 -2%
HPC
245
HM Payson & Co
Maine
$3.99M -$174K -1,372 -5%
MC
246
Mathes Company
New York
$3.97M
DWA
247
Dougherty Wealth Advisers
Minnesota
$3.93M -$18.3K -145 -0.5%
TCG
248
Transcendent Capital Group
Oklahoma
$3.93M +$3.58M +28,303 New
ATI
249
ARK & TLK Investments
Oklahoma
$3.91M
UWM
250
USAdvisors Wealth Management
Minnesota
$3.91M +$149K +1,178 +4%

IWP Hedge Fund Activity: Q2 2025 in Review

1,164 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q2 2025, worth a combined $14.3B — up 15% from $12.4B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new IWP positions and 47 closed out — a net gain of 94 holders — while 333 added to existing stakes and 373 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $134M. The largest seller was Bank of America, cutting an estimated $233M.

  • 1,164 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q2 2025, up from 1,085 in Q1 2025.
  • Funds reported $14.3B of iShares Russell Mid-Cap Growth ETF stock for Q2 2025, up 15% quarter-over-quarter.
  • 141 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q2 2025 and 47 closed out, a net change of +94 holders.
  • The largest iShares Russell Mid-Cap Growth ETF buyer in Q2 2025 was Morgan Stanley, an estimated $134M added.
  • The largest iShares Russell Mid-Cap Growth ETF seller in Q2 2025 was Bank of America, an estimated $233M sold.

Based on aggregated 13F filings for Q2 2025.