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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
JHCP
601
Jackson Hole Capital Partners
Oklahoma
$639K
VAF
602
Values Added Financial
District of Columbia
$638K
Empower Advisory Group
603
Empower Advisory Group
Colorado
$637K +$339K +2,683 +140%
RA
604
RFG Advisory
Alabama
$636K -$216K -1,704 -27%
WIP
605
WealthCare Investment Partners
Rhode Island
$636K +$11.4K +90 +2%
HSA
606
HBK Sorce Advisory
Pennsylvania
$631K -$113K -896 -16%
FI
607
FWG Investments
Kentucky
$630K +$574K +4,539 New
UF
608
Univest Financial
Pennsylvania
$629K +$380 +3 +0.1%
OSAM
609
O'Shaughnessy Asset Management
Connecticut
$622K +$97.3K +769 +21%
SI
610
Saxon Interests
Texas
$622K
FA
611
FDx Advisors
Illinois
$620K -$26.1K -206 -4%
BIG
612
Brooklyn Investment Group
New York
$615K +$561K +4,436 New
PPC
613
Park Place Capital
Alabama
$613K -$646K -5,105 -53%
FCAS
614
First Command Advisory Services
Texas
$612K +$36.4K +288 +7%
SIA
615
Stegner Investment Associates
Kentucky
$611K
TRIA
616
Trail Ridge Investment Advisors
Colorado
$607K
QCG
617
Quadrant Capital Group
Ohio
$598K +$132K +1,040 +32%
MFWP
618
Mosaic Family Wealth Partners
Missouri
$589K
LCM
619
Liberty Capital Management
Michigan
$589K
FSA
620
Financial Sense Advisors
California
$588K +$98.5K +779 +23%
TPWA
621
Twin Peaks Wealth Advisors
California
$587K +$2.91K +23 +0.6%
IWA
622
Icon Wealth Advisors
Texas
$582K +$127 +1 +0%
PWMG
623
Prestige Wealth Management Group
New Jersey
$578K
FI
624
Financial Insights
Washington
$577K -$38.5K -304 -7%
CPSC
625
Carl P. Sherr & Co
Massachusetts
$577K -$24.3K -192 -4%

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.