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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
IF
676
IRON Financial
Illinois
$468K -$16.8K -133 -4%
BWA
677
Burt Wealth Advisors
Maryland
$461K
AQR Capital Management
678
AQR Capital Management
Connecticut
$459K +$56.3K +445 +16%
LKBC
679
L.K. Benson & Company
Maryland
$459K
SFO
680
Standard Family Office
South Dakota
$458K
CHC
681
City Holding Co
West Virginia
$452K
MWG
682
Martin Worley Group
Utah
$451K
CT
683
Caldwell Trust
Florida
$450K
LWM
684
LJI Wealth Management
Indiana
$450K +$133K +1,055 +48%
SC
685
Steph & Co
Wisconsin
$448K
LWM
686
LongView Wealth Management
Georgia
$447K +$40.7K +322 +11%
CTWM
687
Cherry Tree Wealth Management
Minnesota
$446K
NWM
688
Nova Wealth Management
Florida
$446K +$290K +2,295 +250%
ONST
689
Old North State Trust
North Carolina
$443K
CF
690
Centaurus Financial
California
$442K +$115K +910 +40%
FIA
691
Foundations Investment Advisors
Arizona
$441K -$699K -5,529 -63%
TNA
692
True North Advisors
Texas
$441K
FA
693
Flagstar Advisors
New York
$439K -$137K -1,082 -25%
ARG
694
Advisory Resource Group
Oklahoma
$437K -$5.06K -40 -1%
BCM
695
Bourgeon Capital Management
Connecticut
$437K
FL
696
FreeGulliver LLC
Louisiana
$436K +$380 +3 +0.1%
CIM
697
Cambria Investment Management
California
$436K +$398K +3,144 New
EF
698
Empowered Funds
Pennsylvania
$436K +$398K +3,144 New
RYIA
699
Roehl & Yi Investment Advisors
Oregon
$436K
MOS
700
MGO One Seven
Ohio
$435K -$5.95K -47 -1%

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.