We are live on ! Find out more
IWP icon

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
BBHC
326
Brown Brothers Harriman & Co
New York
$2.32M -$354K -2,800 -14%
SWM
327
Shakespeare Wealth Management
Wisconsin
$2.31M +$210K +1,659 +11%
AFP
328
Ausdal Financial Partners
Iowa
$2.31M +$1.83M +14,492 +680%
SAM
329
Silvercrest Asset Management
New York
$2.29M
AI
330
Auour Investments
Massachusetts
$2.28M -$345K -2,728 -14%
PCM
331
Pointe Capital Management
Michigan
$2.27M +$186K +1,472 +10%
HGWM
332
Horst & Graben Wealth Management
Oregon
$2.26M -$14.7K -116 -0.7%
BIG
333
Builder Investment Group
Georgia
$2.25M -$30.4K -240 -1%
PRTG
334
Post Resch Tallon Group
New York
$2.25M +$759 +6 +0%
CM
335
Castleark Management
Illinois
$2.22M
GRP
336
Global Retirement Partners
California
$2.22M +$2.02M +15,976 New
CFS
337
Commonwealth Financial Services
West Virginia
$2.21M +$71.2K +563 +4%
CFG
338
Cooper Financial Group
California
$2.21M -$168K -1,331 -8%
KCM
339
Kanawha Capital Management
Virginia
$2.19M
GSIS
340
Global Strategic Investment Solutions
Arizona
$2.17M -$3.29K -26 -0.2%
KWM
341
Kingsview Wealth Management
Oregon
$2.16M -$53.3K -421 -3%
DWMS
342
Dominguez Wealth Management Solutions
Virginia
$2.15M +$118K +933 +6%
D
343
Dentgroup
Louisiana
$2.15M -$131K -1,038 -6%
IC
344
Innealta Capital
Texas
$2.14M +$1.95M +15,441 New
FTUS
345
Flow Traders U.S.
New York
$2.13M +$1.94M +15,361 New
FNBSF
346
First National Bank Sioux Falls
South Dakota
$2.12M
MAM
347
MWA Asset Management
Massachusetts
$2.12M -$82.4K -651 -4%
VFA
348
Valeo Financial Advisors
Indiana
$2.06M +$33.4K +264 +2%
GL
349
Graypoint LLC
New York
$2.05M
CWM
350
Cordatus Wealth Management
Pennsylvania
$2.05M +$2.4K +19 +0.1%

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.