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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
SW
701
SkyOak Wealth
Michigan
$435K
NAS
702
NWF Advisory Services
California
$434K -$42K -332 -10%
WFM
703
Wolff Financial Management
Michigan
$432K +$380 +3 +0.1%
CAL
704
Capital Advisors Ltd
Ohio
$431K
WA
705
WealthTrust Axiom
Pennsylvania
$431K
SCTC
706
Sanibel Captiva Trust Company
Florida
$430K -$8.86K -70 -2%
STA
707
Summit Trail Advisors
New York
$429K +$392K +3,097 New
ARC
708
Advisor Resource Council
Texas
$429K -$1.72M -13,631 -82%
JSW
709
Journey Strategic Wealth
New Jersey
$428K -$55.4K -438 -12%
MAV
710
Mason & Associates (Virginia)
Virginia
$427K -$15.3K -121 -4%
PAG
711
Paladin Advisory Group
Iowa
$427K -$11.3K -89 -3%
OA
712
Oxbow Advisors
Texas
$427K -$25.6K -202 -6%
MAM
713
Madison Asset Management
Wisconsin
$427K
BIM
714
Bridges Investment Management
Nebraska
$427K
GWP
715
Gateway Wealth Partners
Wisconsin
$425K +$388K +3,066 New
HA
716
HFG Advisors
Ohio
$424K -$9.61K -76 -2%
AIA
717
Armor Investment Advisors
North Carolina
$423K -$10.8K -85 -3%
CA
718
Continuum Advisory
Idaho
$421K +$253 +2 +0.1%
Fiera Capital (Canada)
719
Fiera Capital (Canada)
Quebec, Canada
$420K
AIM
720
Advyzon Investment Management
Illinois
$419K +$382K +3,020 New
WLIM
721
White Lighthouse Investment Management
Massachusetts
$418K
MWA
722
Midland Wealth Advisors
Illinois
$418K
CAI
723
Capital Advisors Inc
Oklahoma
$417K
PWP
724
Perfromance Wealth Partners
Illinois
$417K
TC
725
Trilogy Capital
California
$416K -$96.5K -763 -20%

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.