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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
GC
726
Grimes & Company
Massachusetts
$414K +$380 +3 +0.1%
Q1WB
727
Quest 10 Wealth Builders
Virginia
$414K -$40.4K -319 -10%
PWM
728
Parkshore Wealth Management
California
$413K -$61.2K -484 -14%
TCM
729
Tassel Capital Management
North Carolina
$413K +$1.77K +14 +0.5%
SRC
730
Sage Rhino Capital
California
$406K
BMCM
731
Bryn Mawr Capital Management
Pennsylvania
$406K +$107K +843 +41%
RIA
732
Regal Investment Advisors
Michigan
$405K -$9.11K -72 -2%
BPWM
733
BCS Private Wealth Management
New Jersey
$405K +$369K +2,920 New
KIM
734
Kestra Investment Management
Texas
$402K +$200K +1,584 +102%
RWA
735
Redhawk Wealth Advisors
Minnesota
$401K -$26.4K -209 -7%
HP
736
Holistic Planning
Texas
$398K -$6.83K -54 -2%
KL
737
KilterHowling LLC
Colorado
$398K +$380 +3 +0.1%
BF
738
Baring Financial
Washington
$397K -$127 -1 -0%
AF
739
Advisornet Financial
Minnesota
$397K -$1.92M -15,183 -84%
CB
740
Centennial Bank
Arkansas
$396K +$139K +1,101 +63%
XPN
741
XY Planning Network
Montana
$394K +$360K +2,843 New
PI
742
PFG Investments
New York
$393K +$19.7K +156 +6%
HFA
743
High Falls Advisors
New York
$393K +$17K +134 +5%
AA
744
Argent Advisors
Louisiana
$388K -$8.86K -70 -2%
MWP
745
Madison Wealth Partners
Wisconsin
$388K -$1.65K -13 -0.5%
AFTS
746
American Financial & Tax Strategies
New York
$386K +$18.6K +147 +6%
AA
747
Advisory Alpha
Michigan
$386K
SPWG
748
Syntegra Private Wealth Group
Missouri
$384K
JIC
749
Joel Isaacson & Co
New York
$382K +$65.9K +521 +23%
IAA
750
Independent Advisor Alliance
North Carolina
$378K -$2.4K -19 -0.7%

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.