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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
CCB
251
Country Club Bank
Missouri
$3.91M
JWM
252
JPL Wealth Management
Colorado
$3.87M +$84.9K +671 +2%
RSWM
253
Robertson Stephens Wealth Management
California
$3.81M -$46.2K -365 -1%
HBS
254
Howard Bailey Securities
Indiana
$3.79M -$283K -2,235 -8%
BlackRock
255
BlackRock
New York
$3.77M +$2.91K +23 +0.1%
Thrivent Financial for Lutherans
256
Thrivent Financial for Lutherans
Minnesota
$3.73M -$2.22M -17,579 -40%
CAC
257
Certified Advisory Corp
Florida
$3.73M +$479K +3,785 +16%
FFN
258
Focus Financial Network
Minnesota
$3.73M +$1.86M +14,689 +121%
ACM
259
Advisors Capital Management
New Jersey
$3.66M +$1.56M +12,294 +87%
TWM
260
Tolleson Wealth Management
Texas
$3.63M -$84.1K -665 -2%
WB
261
WesBanco Bank
West Virginia
$3.62M -$110K -872 -3%
Vanguard Group
262
Vanguard Group
Pennsylvania
$3.61M -$561K -4,431 -15%
EW
263
Element Wealth
Mississippi
$3.56M -$173K -1,367 -5%
CL
264
Choreo LLC
Illinois
$3.55M -$575K -4,547 -15%
AWM
265
Avior Wealth Management
Nebraska
$3.53M -$41.4K -327 -1%
ES
266
Eagle Strategies
New York
$3.53M -$136K -1,074 -4%
UCFA
267
United Capital Financial Advisors
Texas
$3.5M +$566K +4,475 +22%
BCM
268
Becker Capital Management
Oregon
$3.49M
PWCM
269
Processus Wealth & Capital Management
Tennessee
$3.49M -$28.7K -227 -0.9%
SF
270
Summit Financial
New Jersey
$3.42M +$754K +5,963 +32%
AL
271
Aspiriant LLC
California
$3.42M +$1.56M +12,353 +100%
IWM
272
IHT Wealth Management
Illinois
$3.31M +$1.41M +11,168 +88%
GT
273
Glenview Trust
Kentucky
$3.3M -$3.16K -25 -0.1%
EFS
274
Essex Financial Services
Connecticut
$3.29M +$186K +1,472 +7%
SWGC
275
Summit Wealth Group (Colorado)
Colorado
$3.27M +$2.99M +23,614 New

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.