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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
EFL
951
ERn Financial LLC
Wisconsin
$206K +$188K +1,489 New
HA
952
Harfst & Associates
Wyoming
$205K +$187K +1,475 New
PL
953
Parthenon LLC
Kentucky
$204K +$186K +1,474 New
LFGO
954
Legacy Financial Group (Oklahoma)
Oklahoma
$204K +$186K +1,468 New
RIG
955
RiverFront Investment Group
Virginia
$204K +$186K +1,468 New
First Manhattan
956
First Manhattan
New York
$203K +$185K +1,463 New
SF
957
Symphony Financial
Texas
$203K +$186K +1,468 New
MWM
958
Modern Wealth Management
Kansas
$202K +$184K +1,458 New
CBA
959
Coastal Bridge Advisors
Connecticut
$202K +$184K +1,458 New
MWM
960
McNaughton Wealth Management
California
$202K +$184K +1,457 New
PLU
961
Performa Ltd (US)
South Carolina
$202K +$127 +1 +0.1%
LFA
962
Lauterbach Financial Advisors
Texas
$202K +$184K +1,456 New
TI
963
Trexquant Investment
Connecticut
$202K +$184K +1,454 New
BIA
964
Bigelow Investment Advisors
Maine
$201K +$183K +1,450 New
CAG
965
Csenge Advisory Group
Florida
$200K +$191K +1,508 New
WP
966
Wealthspan Partners
Iowa
$200K +$183K +1,444 New
AC
967
AlphaCore Capital
California
$199K +$25.4K +201 +16%
MA
968
Montag & Associates
Georgia
$193K
GTAM
969
Global Trust Asset Management
Florida
$192K
HBT
970
Hills Bank & Trust
Iowa
$192K
GWSG
971
GPS Wealth Strategies Group
Colorado
$192K +$1.39K +11 +0.8%
MIA
972
Milestone Investment Advisors
Wisconsin
$183K -$11.9K -94 -7%
AIA
973
Arcadia Investment Advisors
Idaho
$171K
NEWAS
974
N.E.W. Advisory Services
Wisconsin
$170K
RAM
975
Ramirez Asset Management
New York
$166K -$25.3K -200 -14%

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.