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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
LB
526
Legacy Bridge
Iowa
$875K -$63.3K -500 -7%
AP
527
Appleton Partners
Massachusetts
$863K
AAS
528
Annex Advisory Services
Wisconsin
$862K +$286K +2,263 +57%
FA
529
Financial Alternatives
California
$851K
RCM
530
Richardson Capital Management
Wisconsin
$851K -$127 -1 -0%
WWP
531
Wise Wealth Partners
Arizona
$850K +$240K +1,897 +45%
NAS
532
Nicolet Advisory Services
Wisconsin
$849K -$254K -2,008 -25%
FUBT
533
First United Bank & Trust
Maryland
$847K -$33.5K -265 -4%
PWW
534
Pettyjohn Wood & White
Virginia
$842K -$39.2K -310 -5%
NB
535
Nicolet Bankshares
Wisconsin
$840K +$124K +977 +19%
VCM
536
Viewpoint Capital Management
Washington
$832K
PFA
537
Pure Financial Advisors
California
$831K +$202K +1,599 +36%
MCA
538
Midwest Capital Advisors
Michigan
$829K -$113K -895 -13%
GWSA
539
Global Wealth Strategies & Associates
Colorado
$825K -$18K -142 -2%
PFA
540
Pathway Financial Advisors
Vermont
$825K
CWM
541
Cornerstone Wealth Management
Missouri
$822K +$62.9K +497 +9%
DC
542
Davenport & Co
Virginia
$821K +$194K +1,535 +35%
GS
543
GTS Securities
New York
$816K +$441K +3,489 +146%
GT
544
Greenleaf Trust
Michigan
$815K
LIM
545
Leavell Investment Management
Alabama
$811K
PCA
546
Providence Capital Advisors
North Carolina
$809K +$130K +1,024 +21%
FWTB
547
First Western Trust Bank
Colorado
$807K -$9.61K -76 -1%
ABC
548
Associated Banc-Corp
Wisconsin
$807K +$3.54K +28 +0.5%
RMDI
549
R.M. Davis Inc
Maine
$800K +$132K +1,045 +22%
SFC
550
Strategic Financial Concepts
Texas
$798K -$43.9K -347 -6%

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.