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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
IPW
276
Intergy Private Wealth
Colorado
$3.27M +$24.3K +192 +0.8%
FNT
277
First National Trust
Pennsylvania
$3.27M +$583K +4,609 +24%
IFPG
278
Intrepid Financial Planning Group
Indiana
$3.25M -$15.2K -120 -0.5%
MCA
279
MSH Capital Advisors
Arizona
$3.23M -$217K -1,717 -7%
GIM
280
Glenmede Investment Management
Pennsylvania
$3.22M +$2.94M +23,248 New
BWA
281
Beam Wealth Advisors
Louisiana
$3.17M +$114K +903 +4%
PA
282
Pinnacle Associates
New York
$3.15M -$94.9K -750 -3%
MPPLM
283
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.15M +$189K +1,491 +7%
BFG
284
Bleakley Financial Group
New Jersey
$3.14M +$389K +3,075 +16%
KWA
285
Kingswood Wealth Advisors
California
$3.12M +$488K +3,856 +21%
QCM
286
Quantinno Capital Management
New York
$3.12M +$2.42M +19,168 +580%
TFS
287
Thoroughbred Financial Services
Tennessee
$3.09M +$25.3K +200 +0.9%
AWA
288
Arkadios Wealth Advisors
Georgia
$3.06M -$74.1K -586 -3%
MA
289
Mutual Advisors
Nebraska
$3.04M -$621K -4,912 -19%
WMN
290
Wealth Management Nebraska
Nebraska
$3.02M +$213K +1,680 +8%
LTL
291
Lowery Thomas LLC
California
$3.02M -$109K -863 -4%
Citadel Advisors
292
Citadel Advisors
Florida
$2.98M -$7.48M -59,116 -73%
BA
293
Ballew Advisors
Mississippi
$2.97M +$49.1K +388 +2%
EG
294
Ellerson Group
Maryland
$2.97M -$365K -2,888 -12%
RG
295
Rathbones Group
United Kingdom
$2.92M -$230K -1,817 -8%
CICC
296
Capital Investment Counsel (Colorado)
Colorado
$2.92M -$110K -866 -4%
ASN
297
Advisory Services Network
Georgia
$2.9M +$243K +1,920 +10%
PWM
298
Prosperity Wealth Management
California
$2.9M +$2.65M +20,920 New
ET
299
Equitable Trust
Tennessee
$2.88M +$763K +6,032 +41%
BIA
300
Biondo Investment Advisors
Pennsylvania
$2.83M +$46.3K +366 +2%

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.