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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
CNTOF
501
Canandaigua National Trust of Florida
New York
$977K +$450K +3,555 +102%
LW
502
Linscomb Wealth
Texas
$976K
DCM
503
Delta Capital Management
New Jersey
$971K
LKWM
504
Lee-Kelleher Wealth Management
Maryland
$970K
VA
505
Valmark Advisers
Ohio
$967K +$253 +2 +0%
NFC
506
Northeast Financial Consultants
Connecticut
$947K +$12.7K +100 +1%
QCM
507
QRG Capital Management
Illinois
$946K +$48.5K +383 +6%
B
508
Bensler
Washington
$944K +$253 +2 +0%
PL
509
Plancorp LLC
Missouri
$944K +$259K +2,047 +43%
HTC
510
Haverford Trust Company
Pennsylvania
$933K
BBA
511
BLB&B Advisors
Pennsylvania
$922K -$130K -1,031 -13%
CTC
512
Central Trust Company
Missouri
$922K -$506 -4 -0.1%
GSIAS
513
Garden State Investment Advisory Services
New Jersey
$919K -$6.2K -49 -0.7%
CWM
514
Cahaba Wealth Management
Georgia
$919K +$380 +3 +0%
BPC
515
Bearing Point Capital
Minnesota
$917K -$21.5K -170 -3%
LBC
516
Lowe Brockenbrough & Co
Virginia
$913K -$131K -1,032 -14%
PGAM
517
Princeton Global Asset Management
New Jersey
$910K
SFPG
518
Stonebridge Financial Planning Group
Florida
$903K -$6.58K -52 -0.8%
CAL
519
Capital Analysts LLC
Pennsylvania
$902K -$1.32M -10,411 -62%
RRA
520
Round Rock Advisors
Connecticut
$900K +$5.19K +41 +0.6%
SEIA
521
Signature Estate & Investment Advisors
California
$897K +$3.29K +26 +0.4%
IA
522
Integrity Alliance
Iowa
$893K -$221K -1,747 -21%
SC
523
SouthState Corp
Florida
$891K -$5.57K -44 -0.7%
AI
524
Atria Investments
North Carolina
$882K +$83K +656 +11%
CFG
525
Citizens Financial Group
Rhode Island
$882K +$338K +2,673 +72%

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.