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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
NW
576
NewEdge Wealth
Pennsylvania
$721K -$150K -1,186 -19%
FAT
577
First American Trust
California
$719K -$3.29K -26 -0.5%
WKSWA
578
White Knight Strategic Wealth Advisors
New Jersey
$717K -$3.79K -30 -0.6%
OL
579
Owen LaRue
Kentucky
$714K +$633 +5 +0.1%
ESB
580
Essex Savings Bank
Connecticut
$713K
National Bank of Canada
581
National Bank of Canada
Quebec, Canada
$710K -$14K -111 -2%
SHJ
582
Sharkey, Howes & Javer
Colorado
$708K
LRPA
583
L. Roy Papp & Associates
Arizona
$706K +$127 +1 +0%
WLPWM
584
Walled Lake Planning & Wealth Management
Illinois
$706K -$134K -1,057 -17%
V
585
ViaWealth
Kansas
$705K
WPC
586
White Pine Capital
Minnesota
$695K
CWM
587
Chicago Wealth Management
Illinois
$691K -$1.77K -14 -0.3%
OE
588
October Effect
Virginia
$691K +$631K +4,985 New
B
589
Bailard
California
$688K
BFA
590
Bragg Financial Advisors
North Carolina
$687K +$6.07K +48 +1%
DAS
591
Diversify Advisory Services
Utah
$685K +$401K +3,170 +185%
TCOV
592
Trust Company of Vermont
Vermont
$676K
AA
593
Aire Advisors
California
$670K +$253 +2 +0%
GF
594
Gries Financial
Ohio
$666K -$12.7K -100 -2%
CT
595
Colonial Trust
South Carolina
$661K -$190K -1,504 -24%
BP
596
Ballentine Partners
Massachusetts
$660K
GC
597
Gilbert & Cook
Iowa
$657K
PWP
598
Principle Wealth Partners
Connecticut
$648K
MCA
599
Maryland Capital Advisors
Maryland
$646K
EFG
600
Elm3 Financial Group
Georgia
$643K -$47.9K -379 -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.