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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

1,148 hedge funds and large institutions have $14.2B invested in iShares Russell Mid-Cap Growth ETF in 2025 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 329 increasing their positions, 371 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,148
Holders Change
+78
Holders Change %
+7.29%
% of All Funds
15.39%
Holding in Top 10
51
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+15.91%
% of All Funds
0.68%
New
140
Increased
329
Reduced
371
Closed
43
Calls
$27.2M
Puts
$47.1M
Net Calls
-$19.9M
Net Calls Change
-$24.5M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$147M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$50.9M
3
Barclays
Barclays
United Kingdom
+$35.5M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$32.7M
5
JCM
Jacobi Capital Management
Pennsylvania
+$28.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$255M
2
Truist Financial
Truist Financial
North Carolina
-$80.6M
3
CAM
Congress Asset Management
Massachusetts
-$45.5M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$42.5M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$35.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
851
CCG Wealth Management
California
$258K – – –
WCM
852
Windsor Capital Management
Arizona
$258K +$139 +1 +0.1%
WMA
853
West Michigan Advisors
Michigan
$258K -$6.8K -49 -3%
First Trust Advisors
854
First Trust Advisors
Illinois
$257K +$257K +1,853 New
PVAMC
855
PPS&V Asset Management Consultants
Michigan
$257K – – –
RBFC
856
Roman Butler Fullerton & Co
Missouri
$255K +$285 +2 +0.1%
HBW
857
Hazlett, Burt & Watson
West Virginia
$255K -$22.2K -160 -8%
WC
858
Waterloo Capital
Texas
$253K – – –
PTC
859
Philadelphia Trust Company
Pennsylvania
$253K – – –
SRWM
860
Shira Ridge Wealth Management
California
$253K – – –
VBWMG
861
Von Berge Wealth Management Group
California
$252K – – –
RCP
862
Rothschild Capital Partners
New York
$251K -$162K -1,166 -39%
VAG
863
VisionPoint Advisory Group
Texas
$247K +$247K +1,783 New
NWM
864
Navigation Wealth Management
Colorado
$246K +$246K +1,774 New
SIAG
865
Safeguard Investment Advisory Group
California
$246K -$20.8K -150 -8%
TWM
866
Tanager Wealth Management
United Kingdom
$245K -$25K -180 -9%
C
867
Certuity
Florida
$245K +$245K +1,767 New
BHWM
868
Bar Harbor Wealth Management
New Hampshire
$244K – – –
SIC
869
Sigma Investment Counselors
Michigan
$241K – – –
IPW
870
Impact Partnership Wealth
Georgia
$241K -$38.8K -280 -14%
CCA
871
Cobblestone Capital Advisors
New York
$241K – – –
CCA
872
Cora Capital Advisors
New Jersey
$241K – – –
Russell Investments Group
873
Russell Investments Group
United Kingdom
$241K +$2.77K +20 +1%
FHB
874
First Hawaiian Bank
Hawaii
$240K – – –
ETC
875
Exchange Traded Concepts
Oklahoma
$240K +$240K +1,734 New
33 34
35
36 37