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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
FTC
851
Farmers Trust Company
Ohio
$265K +$242K +1,914 New
TW
852
TritonPoint Wealth
Maryland
$263K -$886 -7 -0.4%
Fayez Sarofim & Co
853
Fayez Sarofim & Co
Texas
$263K
NRI
854
NFP Retirement Inc
California
$262K
GWMR
855
GC Wealth Management RIA
Massachusetts
$262K +$239K +1,890 New
EFA
856
Edge Financial Advisors
Illinois
$262K +$253 +2 +0.1%
CPRC
857
Consolidated Portfolio Review Corp
New York
$261K +$11.3K +89 +5%
DWP
858
Daymark Wealth Partners
Ohio
$261K -$28.8K -228 -11%
TFO
859
Timonier Family Office
North Carolina
$258K
WTA
860
Washington Trust Advisors
Massachusetts
$258K +$12.8K +101 +6%
CWM
861
CCG Wealth Management
California
$258K
WCM
862
Windsor Capital Management
Arizona
$258K +$127 +1 +0.1%
WMA
863
West Michigan Advisors
Michigan
$258K -$6.2K -49 -3%
First Trust Advisors
864
First Trust Advisors
Illinois
$257K +$234K +1,853 New
PVAMC
865
PPS&V Asset Management Consultants
Michigan
$257K
RBFC
866
Roman Butler Fullerton & Co
Missouri
$255K +$253 +2 +0.1%
HBW
867
Hazlett, Burt & Watson
West Virginia
$255K -$20.2K -160 -8%
WC
868
Waterloo Capital
Texas
$253K
PTC
869
Philadelphia Trust Company
Pennsylvania
$253K
SRWM
870
Shira Ridge Wealth Management
California
$253K
VBWMG
871
Von Berge Wealth Management Group
California
$252K
RCP
872
Rothschild Capital Partners
New York
$251K -$148K -1,166 -39%
VAG
873
VisionPoint Advisory Group
Texas
$247K +$226K +1,783 New
NWM
874
Navigation Wealth Management
Colorado
$246K +$224K +1,774 New
SIAG
875
Safeguard Investment Advisory Group
California
$246K -$19K -150 -8%

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.