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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
Northern Trust
76
Northern Trust
Illinois
$21.9M +$382K +3,022 +2%
Corient Private Wealth
77
Corient Private Wealth
Florida
$21.8M -$20.3M -160,496 -50%
Natixis Advisors
78
Natixis Advisors
Massachusetts
$21.8M -$9.25M -73,119 -32%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$21.7M +$821K +6,493 +4%
WA
80
Waverly Advisors
Alabama
$21.6M +$1.23M +9,711 +7%
OCM
81
One Capital Management
California
$21.6M -$21.4M -168,917 -52%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$21.3M +$355K +2,807 +2%
CAM
83
Congress Asset Management
Massachusetts
$21M -$41.5M -328,097 -68%
BCIM
84
Bishop & Co Investment Management
Pennsylvania
$19.9M -$148K -1,166 -0.8%
MFIM
85
Mesirow Financial Investment Management
Illinois
$19.7M -$17M -134,002 -49%
SL
86
Systelligence LLC
Minnesota
$19.4M -$3.5M -27,663 -16%
Stifel Financial
87
Stifel Financial
Missouri
$19.2M +$277K +2,193 +2%
LFWA
88
LBJ Family Wealth Advisors
Texas
$18.9M +$41.6K +329 +0.2%
KPWS
89
Kestra Private Wealth Services
Texas
$18.8M +$402K +3,181 +2%
FPGK
90
Financial Partners Group (Kansas)
Kansas
$18.8M +$987K +7,802 +6%
SF
91
Synovus Financial
Georgia
$18.6M -$270K -2,134 -2%
PAG
92
Private Advisor Group
New Jersey
$18.6M +$215K +1,696 +1%
MCM
93
MAI Capital Management
Ohio
$18.6M +$1.36M +10,712 +9%
FWM
94
FSA Wealth Management
Massachusetts
$18.2M -$388K -3,067 -2%
MT
95
Midwest Trust
Kansas
$17.9M +$16.3M +129,155 New
WMWM
96
Whitaker-Myers Wealth Managers
Ohio
$17.8M +$1.51M +11,928 +10%
APP
97
Avantax Planning Partners
Iowa
$17.1M -$2.69M -21,236 -15%
KAS
98
Kestra Advisory Services
Texas
$17.1M +$407K +3,215 +3%
Bank of New York Mellon
99
Bank of New York Mellon
New York
$17.1M +$1.64M +12,991 +12%
MBTD
100
Mechanics Bank - Trust Department
California
$16.9M +$2.19M +17,341 +17%

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.