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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
UW
926
Unique Wealth
Florida
$217K +$198K +1,566 New
CMI
927
Clare Market Investments
Texas
$217K +$197K +1,561 New
BDFN
928
Bond & Devick Financial Network
Minnesota
$216K +$197K +1,560 New
TCOTS
929
Trust Company of the South
North Carolina
$216K +$197K +1,559 New
CWS
930
Cypress Wealth Services
California
$216K +$197K +1,558 New
SFP
931
Shepherd Financial Partners
Massachusetts
$215K +$196K +1,547 New
LG
932
LaFleur & Godfrey
Michigan
$214K +$195K +1,542 New
SHWM
933
Smith & Howard Wealth Management
Georgia
$212K +$193K +1,529 New
ZIM
934
Zacks Investment Management
Illinois
$211K +$193K +1,524 New
WA
935
Waddell & Associates
Tennessee
$211K +$193K +1,522 New
HI
936
Hendershot Investments
Virginia
$211K +$193K +1,522 New
GKIM
937
GW&K Investment Management
Massachusetts
$211K
AMM
938
American Money Management
California
$211K +$192K +1,519 New
LWL
939
Leo Wealth LLC
Texas
$211K +$192K +1,518 New
TM
940
TigerOak Management
New Mexico
$211K +$192K +1,518 New
PWM
941
PBMares Wealth Management
Virginia
$210K +$192K +1,515 New
FIBT
942
First International Bank & Trust
North Dakota
$210K -$360K -2,843 -65%
AWA
943
Alta Wealth Advisors
Massachusetts
$210K +$191K +1,511 New
EIA
944
Edgemoor Investment Advisors
Maryland
$209K +$191K +1,510 New
CAG
945
Centerpoint Advisory Group
Kansas
$208K +$190K +1,500 New
GBWM
946
Granite Bay Wealth Management
New Hampshire
$208K +$190K +1,500 New
TF
947
Theory Financial
Colorado
$207K +$185K +1,464 New
MAM
948
MMA Asset Management
Pennsylvania
$207K +$189K +1,492 New
DRP
949
Decker Retirement Planning
Utah
$207K -$19.6K -155 -9%
PSCM
950
Per Stirling Capital Management
Texas
$207K +$188K +1,489 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.