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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
VDI
626
Vaughan David Investments
Illinois
$575K
FWM
627
Fingerlakes Wealth Management
New York
$571K +$506 +4 +0.1%
BAM
628
Berkshire Asset Management
Pennsylvania
$570K
HW
629
Hancock Whitney
Mississippi
$569K
WRPWM
630
Werba Rubin Papier Wealth Management
California
$567K +$517K +4,090 New
SMC
631
Smith, Moore & Co
Missouri
$565K +$4.81K +38 +0.9%
WP
632
Westmount Partners
California
$565K
JPLA
633
Joseph P. Lucia & Associates
New York
$563K +$64.5K +510 +14%
IAN
634
Integrated Advisors Network
Texas
$561K
TWP
635
Total Wealth Planning
Ohio
$561K -$56.5K -447 -10%
SRL
636
Scientech Research LLC
New Jersey
$560K +$511K +4,041 New
TSS
637
Two Sigma Securities
New York
$557K +$93.5K +739 +23%
KF
638
KKM Financial
Illinois
$555K -$11.3K -89 -2%
BWP
639
Baldwin Wealth Partners
Massachusetts
$555K
HT
640
Headlands Technologies
Illinois
$552K +$479K +3,783 +1,930%
CCMG
641
Clark Capital Management Group
Pennsylvania
$543K -$372K -2,937 -43%
SFG
642
Snider Financial Group
Washington
$542K +$82.9K +655 +20%
CCM
643
Cohen Capital Management
California
$540K +$4.3K +34 +0.9%
TWM
644
Topsail Wealth Management
North Carolina
$538K -$6.33K -50 -1%
GWMIA
645
Global Wealth Management Investment Advisory
Florida
$533K -$75.3K -595 -13%
FF
646
Finley Financial
Nevada
$533K
LFAS
647
Level Four Advisory Services
Texas
$530K +$13.7K +108 +3%
MC
648
Middleton & Co
Massachusetts
$530K
VCP
649
Vista Capital Partners
Oregon
$529K +$191K +1,506 +65%
SA
650
Skyline Advisors
Washington
$528K +$127 +1 +0%

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.