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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
SCA
651
Sage Capital Advisors
South Dakota
$517K
BWA
652
BlueChip Wealth Advisors
Georgia
$516K
SWA
653
Stratos Wealth Advisors
Ohio
$512K -$44K -348 -9%
SCA
654
St. Clair Advisors
Ohio
$507K
ClearBridge Investments
655
ClearBridge Investments
New York
$505K -$4.49M -35,520 -91%
LPAM
656
Lodestar Private Asset Management
California
$504K -$1.9K -15 -0.4%
UWPG
657
Ullmann Wealth Partners Group
Florida
$503K +$127 +1 +0%
FA
658
FF Advisors
California
$502K
FIM
659
Freedom Investment Management
Connecticut
$502K +$11.9K +94 +3%
AHC
660
Anderson Hoagland & Co
Missouri
$499K
TYCC
661
Texas Yale Capital Corp
Florida
$498K
BWA
662
BlueSky Wealth Advisors
North Carolina
$497K
SMA
663
Sage Mountain Advisors
Georgia
$494K
MMPW
664
Mitchell McLeod Pugh & Williams
Alabama
$490K
SAW
665
Signal Advisors Wealth
Michigan
$489K -$86.4K -683 -16%
FLPIM
666
F.L. Putnam Investment Management
Massachusetts
$486K -$161K -1,271 -27%
SAM
667
Strive Asset Management
Ohio
$486K -$1.45M -11,431 -77%
MAWA
668
Moss Adams Wealth Advisors
Washington
$485K -$9.36K -74 -2%
EWM
669
Evercore Wealth Management
New York
$485K
AA
670
Aufman Associates
Pennsylvania
$485K +$443K +3,499 New
SIM
671
Stratos Investment Management
Ohio
$485K +$127 +1 +0%
SWA
672
Strategies Wealth Advisors
Michigan
$481K -$73.6K -582 -14%
Allspring Global Investments
673
Allspring Global Investments
North Carolina
$476K -$3.56M -28,178 -89%
PIFP
674
Partners in Financial Planning
Virginia
$472K
TCBWMS
675
Texas Capital Bank Wealth Management Services
Texas
$471K +$67K +530 +18%

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.