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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
RDFA
376
Ritter Daniher Financial Advisory
Ohio
$1.78M -$73.2K -579 -4%
SAM
377
Secure Asset Management
Michigan
$1.78M +$1.62M +12,828 New
CWMP
378
Clarion Wealth Managment Partners
Virginia
$1.78M +$1.62M +12,799 New
HCMT
379
Highland Capital Management (Tennessee)
Tennessee
$1.76M
CPIG
380
Chicago Partners Investment Group
Illinois
$1.75M +$2.02K +16 +0.1%
FFL
381
Financial Freedom LLC
Ohio
$1.74M +$1.26K +10 +0.1%
PIA
382
Perennial Investment Advisors
California
$1.73M -$29.2K -231 -2%
WSFS
383
Wilmington Savings Fund Society
Delaware
$1.73M +$1.39K +11 +0.1%
SFG
384
Sage Financial Group
Pennsylvania
$1.72M -$445K -3,515 -22%
SG
385
StoneX Group
New York
$1.7M +$75.8K +599 +5%
FTWA
386
Fifth Third Wealth Advisors
Ohio
$1.69M -$7.97K -63 -0.5%
DADC
387
D.A. Davidson & Co
Montana
$1.69M -$107K -842 -6%
AWM
388
Apollon Wealth Management
South Carolina
$1.67M +$35.4K +280 +2%
GSWM
389
Golden State Wealth Management
California
$1.66M -$6.83K -54 -0.5%
Franklin Resources
390
Franklin Resources
California
$1.65M -$238K -1,882 -14%
GCM
391
Geneva Capital Management
Wisconsin
$1.65M -$949K -7,503 -39%
ECM
392
Evergreen Capital Management
Washington
$1.64M +$184K +1,452 +14%
LWA
393
Lifelong Wealth Advisors
Minnesota
$1.64M -$134K -1,060 -8%
TFGT
394
TS Financial Group (TSFG)
Illinois
$1.64M
FMTCOCP
395
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.64M +$763K +6,035 +105%
SCA
396
Stonebridge Capital Advisors
Minnesota
$1.63M -$265K -2,095 -15%
TNB
397
Thomasville National Bank
Georgia
$1.63M -$145K -1,144 -9%
IWC
398
Integrated Wealth Concepts
Massachusetts
$1.63M -$1.49M -11,800 -50%
CIG
399
Consolidated Investment Group
Colorado
$1.62M
VVP
400
Venture Visionary Partners
Ohio
$1.62M -$12.5K -99 -0.8%

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.