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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
MCM
551
Manchester Capital Management
Vermont
$790K
VWA
552
Visionary Wealth Advisors
Illinois
$786K +$717K +5,665 New
MFG
553
Magnus Financial Group
New York
$784K -$15.2K -120 -2%
HWA
554
Heritage Wealth Advisors
Virginia
$784K
NAM
555
NTV Asset Management
West Virginia
$773K +$53.8K +425 +8%
CIM
556
Contravisory Investment Management
Massachusetts
$772K -$886 -7 -0.1%
GC
557
Guidance Capital
Kentucky
$772K -$5.95K -47 -0.8%
FWMP
558
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$758K
OIA
559
OneDigital Investment Advisors
Kansas
$758K +$111K +875 +19%
OFG
560
Oxford Financial Group
Indiana
$757K
RWM
561
Rockwood Wealth Management
Pennsylvania
$757K +$1.01K +8 +0.1%
AIM
562
Allen Investment Management
New York
$754K
RPC
563
Rossmore Private Capital
Connecticut
$753K
RIS
564
Retirement Income Solutions
Michigan
$751K
NB
565
NBT Bank
New York
$750K -$93.4K -738 -12%
PWM
566
Perigon Wealth Management
California
$750K -$13.2K -104 -2%
IAG
567
Investmark Advisory Group
Connecticut
$749K -$53.1K -420 -7%
WP
568
WealthPLAN Partners
Nebraska
$747K +$55.9K +442 +9%
RTL
569
Red Tortoise LLC
Georgia
$736K
MM
570
Meridian Management
Arkansas
$735K
DT
571
Diversified Trust
Tennessee
$733K -$47.4K -375 -7%
FPW
572
Flagship Private Wealth
Massachusetts
$732K -$7.97K -63 -1%
RT
573
Rockland Trust
Massachusetts
$731K -$34.7K -274 -5%
NFG
574
Nations Financial Group
Iowa
$729K -$1.77K -14 -0.3%
RA
575
Ruggaard & Associates
Ohio
$721K -$22.9K -181 -3%

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.