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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

1,148 hedge funds and large institutions have $14.2B invested in iShares Russell Mid-Cap Growth ETF in 2025 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 329 increasing their positions, 371 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,148
Holders Change
+78
Holders Change %
+7.29%
% of All Funds
15.39%
Holding in Top 10
51
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+15.91%
% of All Funds
0.68%
New
140
Increased
329
Reduced
371
Closed
43
Calls
$27.2M
Puts
$47.1M
Net Calls
-$19.9M
Net Calls Change
-$24.5M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$147M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$50.9M
3
Barclays
Barclays
United Kingdom
+$35.5M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$32.7M
5
JCM
Jacobi Capital Management
Pennsylvania
+$28.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$255M
2
Truist Financial
Truist Financial
North Carolina
-$80.6M
3
CAM
Congress Asset Management
Massachusetts
-$45.5M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$42.5M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$35.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
476
Atticus Wealth Management
Florida
$1.05M +$971 +7 +0.1%
AF
477
Allworth Financial
California
$1.04M +$101K +728 +11%
FB
478
Fulton Bank
Pennsylvania
$1.04M +$168K +1,208 +19%
CAS
479
Coppell Advisory Solutions
Texas
$1.03M +$1.03M +7,487 New
GPA
480
Garrison Point Advisors
California
$1.03M +$6.8K +49 +0.7%
VR
481
Valued Retirements
Texas
$999K -$325K -2,340 -25%
BFC
482
Bedel Financial Consulting
Indiana
$998K -$9.99K -72 -1%
AF
483
Affiance Financial
Minnesota
$997K -$4.99K -36 -0.5%
LCWP
484
Legacy Capital Wealth Partners
Arkansas
$994K +$3.88K +28 +0.4%
WI
485
Wedgewood Investors
Pennsylvania
$992K -$12.9K -93 -1%
GFP
486
Gryphon Financial Partners
Ohio
$990K -$171K -1,230 -15%
AAS
487
Ameritas Advisory Services
Nebraska
$985K -$349K -2,520 -26%
MFGP
488
Marshall Financial Group (Pennsylvania)
Pennsylvania
$982K +$832 +6 +0.1%
HCA
489
Harbour Capital Advisors
Virginia
$982K – – –
FCA
490
Fortis Capital Advisors
Kansas
$981K -$12.3K -89 -1%
OWA
491
Octavia Wealth Advisors
Ohio
$980K -$39.4K -284 -4%
RWP
492
Revolve Wealth Partners
New Jersey
$977K -$44.9K -324 -4%
CNTOF
493
Canandaigua National Trust of Florida
New York
$977K +$493K +3,555 +102%
LW
494
Linscomb Wealth
Texas
$976K – – –
DCM
495
Delta Capital Management
New Jersey
$971K – – –
LKWM
496
Lee-Kelleher Wealth Management
Maryland
$970K – – –
VA
497
Valmark Advisers
Ohio
$967K +$277 +2 +0%
NFC
498
Northeast Financial Consultants
Connecticut
$947K +$13.9K +100 +1%
QCM
499
QRG Capital Management
Illinois
$946K +$53.1K +383 +6%
B
500
Bensler
Washington
$944K +$277 +2 +0%
18 19
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