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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
TWM
876
Tanager Wealth Management
United Kingdom
$245K -$22.8K -180 -9%
C
877
Certuity
Florida
$245K +$224K +1,767 New
BHWM
878
Bar Harbor Wealth Management
New Hampshire
$244K
SIC
879
Sigma Investment Counselors
Michigan
$241K
IPW
880
Impact Partnership Wealth
Georgia
$241K -$35.4K -280 -14%
CCA
881
Cobblestone Capital Advisors
New York
$241K
CCA
882
Cora Capital Advisors
New Jersey
$241K
Russell Investments Group
883
Russell Investments Group
United Kingdom
$241K +$2.53K +20 +1%
FHB
884
First Hawaiian Bank
Hawaii
$240K
ETC
885
Exchange Traded Concepts
Oklahoma
$240K +$219K +1,734 New
PCM
886
Parsons Capital Management
Rhode Island
$240K -$160K -1,268 -42%
MWM
887
Maridea Wealth Management
New York
$240K
WPC
888
Wedmont Private Capital
Pennsylvania
$237K +$215K +1,700 New
SIA
889
Summit Investment Advisors
Maryland
$237K +$127 +1 +0.1%
EFG
890
Everhart Financial Group
Ohio
$236K +$216K +1,705 New
NFA
891
Northwest Financial Advisors
Virginia
$236K -$9.74K -77 -4%
MPCG
892
Matrix Private Capital Group
New York
$236K +$102K +804 +89%
OWMIAS
893
One Wealth Management Investment & Advisory Services
Florida
$235K +$214K +1,692 New
FFM
894
Forum Financial Management
Illinois
$235K +$214K +1,691 New
KCPT
895
Kingstone Capital Partners Texas
Texas
$234K -$34.2K -270 -14%
MAC
896
Mason & Associates (California)
California
$234K +$213K +1,685 New
HNWA
897
Henrickson Nauta Wealth Advisors
Michigan
$233K +$213K +1,683 New
CWA
898
Crux Wealth Advisors
California
$233K +$213K +1,681 New
IFWM
899
Institute for Wealth Management
Colorado
$233K +$212K +1,679 New
TPA
900
Trivium Point Advisory
Connecticut
$233K -$15.4K -122 -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.