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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
BCI
51
Brinker Capital Investments
Pennsylvania
$36.4M +$156K +1,230 +0.5%
BNP Paribas Financial Markets
52
BNP Paribas Financial Markets
France
$34.4M -$38.8M -306,562 -55%
HighTower Advisors
53
HighTower Advisors
Illinois
$33.4M +$395K +3,121 +1%
KF
54
Krilogy Financial
Missouri
$33.3M +$188K +1,490 +0.6%
MGIA
55
Moneta Group Investment Advisors
Missouri
$32.8M +$3.89M +30,783 +15%
BPWM
56
Badgley Phelps Wealth Managers
Washington
$32.6M +$338K +2,674 +1%
BOH
57
Bank of Hawaii
Hawaii
$32.5M +$4.45M +35,160 +18%
RFA
58
RTD Financial Advisors
Pennsylvania
$29.9M -$6.79M -53,702 -20%
Baird Financial Group
59
Baird Financial Group
Wisconsin
$29.6M -$1.36M -10,755 -5%
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$29.3M -$490K -3,876 -2%
Lido Advisors
61
Lido Advisors
California
$29M +$3.71M +29,349 +16%
OC
62
Oppenheimer & Co
New York
$28.7M +$634K +5,015 +2%
AI
63
Accredited Investors
Minnesota
$28.6M -$1.41M -11,176 -5%
JCM
64
Jacobi Capital Management
Pennsylvania
$28.6M +$26.1M +206,202 New
EWA
65
EP Wealth Advisors
California
$27.6M -$14.9M -117,663 -37%
GG
66
GenWealth Group
New Jersey
$26.7M +$24.3M +192,302 New
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$26.6M +$305K +2,410 +1%
KeyBank National Association
68
KeyBank National Association
Ohio
$26.4M -$325K -2,566 -1%
MML Investors Services
69
MML Investors Services
Massachusetts
$25.4M +$1.63M +12,848 +8%
SW
70
SVB Wealth
Massachusetts
$24.9M +$22.7M +179,397 New
HSBC Holdings
71
HSBC Holdings
United Kingdom
$24.5M -$410K -3,239 -2%
BF
72
BOK Financial
Oklahoma
$24.1M +$1.36M +10,790 +7%
HFS
73
Hantz Financial Services
Michigan
$23.4M -$207K -1,636 -1%
AWM
74
AE Wealth Management
Kansas
$23M -$1.76M -13,950 -8%
SPIA
75
Steward Partners Investment Advisory
New York
$22.2M -$538K -4,250 -3%

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.