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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
OWM
801
Orgel Wealth Management
Wisconsin
$315K -$10.5K -83 -4%
FAIM
802
Financial Advocates Investment Management
Washington
$315K -$144K -1,139 -33%
PG
803
Patten Group
Tennessee
$314K -$38.6K -305 -12%
APG
804
Abacus Planning Group
South Carolina
$313K
GM
805
GeoWealth Management
Illinois
$313K -$15.2K -120 -5%
MCM
806
Monarch Capital Management
Indiana
$313K
Luther King Capital Management (LKCM)
807
Luther King Capital Management (LKCM)
Texas
$312K
MMG
808
Monetary Management Group
Missouri
$312K
Legal & General Group
809
Legal & General Group
United Kingdom
$312K -$601K -4,750 -68%
GBT
810
Grove Bank & Trust
Florida
$311K
FP
811
Financial Perspectives
Minnesota
$309K
BW
812
BostonPremier Wealth
Massachusetts
$309K +$253 +2 +0.1%
EWA
813
Exencial Wealth Advisors
Oklahoma
$308K +$281K +2,225 New
DPI
814
Diversified Portfolios Inc
Michigan
$306K
MP
815
McDonald Partners
Ohio
$305K
SFS
816
Stiles Financial Services
Minnesota
$305K
YWM
817
Yardley Wealth Management
Pennsylvania
$305K
SJGA
818
Stephen J. Garry & Associates
New York
$303K
RIM
819
Rockbridge Investment Management
New York
$301K
AWMG
820
Alliance Wealth Management Group
New Jersey
$299K
LAM
821
Lewis Asset Management
California
$298K +$272K +2,151 New
EWA
822
EverSource Wealth Advisors
Alabama
$298K -$1.65M -13,028 -86%
CIBC World Market
823
CIBC World Market
Ontario, Canada
$298K +$12.7K +100 +5%
IAIM
824
International Assets Investment Management
Florida
$297K +$38.5K +304 +17%
BWM
825
BlackDiamond Wealth Management
New York
$295K +$271K +2,144 New

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.