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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
RWP
301
RWA Wealth Partners
Massachusetts
$2.8M -$14.4K -114 -0.6%
WIA
302
Wealthedge Investment Advisors
New York
$2.79M -$55.3K -437 -2%
QAM
303
Q3 Asset Management
Michigan
$2.75M +$2.51M +19,872 New
MA
304
MCF Advisors
Kentucky
$2.73M -$127 -1 -0%
BP
305
Broadleaf Partners
Ohio
$2.71M +$108K +852 +5%
AUB
306
Atlantic Union Bankshares
Virginia
$2.68M +$1.67M +13,165 +212%
NL
307
NWAM LLC
Washington
$2.68M +$867K +6,852 +56%
PFP
308
Paragon Financial Partners
California
$2.62M +$128K +1,009 +6%
NW
309
Naviter Wealth
Arkansas
$2.61M
AT
310
American Trust
Kentucky
$2.59M +$1.29M +10,197 +120%
GSEP
311
Golden State Equity Partners
California
$2.57M +$1.1M +8,730 +89%
TCWM
312
Total Clarity Wealth Management
Illinois
$2.52M -$861K -6,809 -27%
SC
313
Sierra Capital
Florida
$2.52M -$57.1K -451 -2%
BJL
314
Brighton Jones LLC
Washington
$2.5M +$45.2K +357 +2%
D.E. Shaw & Co
315
D.E. Shaw & Co
New York
$2.5M -$1.05M -8,274 -31%
CCM
316
Corsair Capital Management
New York
$2.5M +$253K +2,000 +13%
GWM
317
Geneos Wealth Management
Colorado
$2.47M -$1.9M -15,055 -46%
NFG
318
Nadler Financial Group
Illinois
$2.47M +$96.1K +760 +4%
NAAA
319
New Age Alpha Advisors
New York
$2.46M +$1.29M +10,192 +135%
AllianceBernstein
320
AllianceBernstein
Tennessee
$2.43M +$253K +1,997 +13%
ANB
321
Amarillo National Bank
Texas
$2.41M
BCM
322
Brookstone Capital Management
Illinois
$2.37M +$675K +5,334 +45%
PTC
323
Private Trust Company
Ohio
$2.34M +$612K +4,838 +40%
SFA
324
Sequoia Financial Advisors
Ohio
$2.34M -$5.31K -42 -0.2%
I2I
325
Insight 2811 Inc
Illinois
$2.33M +$13.9K +110 +0.7%

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.