We are live on ! Find out more
IWP icon

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
LIA
751
LifePlan Investment Advisors
North Carolina
$377K +$380 +3 +0.1%
AWA
752
Amplius Wealth Advisors
Pennsylvania
$376K
MFA
753
Mayflower Financial Advisors
Massachusetts
$375K
Principal Financial Group
754
Principal Financial Group
Iowa
$374K -$455K -3,600 -57%
FFA
755
Farther Finance Advisors
California
$373K +$145K +1,149 +75%
CFP
756
Cascade Financial Partners
California
$371K -$1.39K -11 -0.4%
NEPWA
757
New England Private Wealth Advisors
Massachusetts
$369K +$328K +2,593 New
EIP
758
Easterly Investment Partners
Massachusetts
$369K
BTI
759
Blue Trust Inc
Georgia
$366K +$119K +944 +56%
HR
760
Howe & Rusling
New York
$366K +$65.9K +521 +25%
CPSAC
761
Chas P. Smith & Associates (CPS)
Florida
$361K -$53.1K -420 -14%
BWM
762
BCGM Wealth Management
Indiana
$361K
VCA
763
Verdence Capital Advisors
Maryland
$359K +$127 +1 +0%
NG
764
Norden Group
Utah
$357K +$74.4K +588 +30%
TA
765
TrueWealth Advisors
Alabama
$354K
WA
766
Wealth Alliance
New York
$352K -$44.3K -350 -12%
OAM
767
Oppenheimer Asset Management
New York
$350K +$320K +2,526 New
FFC
768
First Financial Corp
Indiana
$350K
ST
769
Smithfield Trust
Pennsylvania
$347K
PFBT
770
Parkside Financial Bank & Trust
Missouri
$346K -$2.78K -22 -0.9%
PP
771
PDS Planning
Ohio
$346K +$253 +2 +0.1%
WS
772
Wedbush Securities
California
$345K +$39.8K +315 +15%
RCM
773
Radnor Capital Management
Pennsylvania
$344K
SFM
774
Signet Financial Management
New Jersey
$344K +$127 +1 +0%
PP
775
Prosperity Planning
Missouri
$340K -$9.87K -78 -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.