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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
BFO
976
Biltmore Family Office
North Carolina
$166K +$13.2K +104 +9%
CFD
977
Creative Financial Designs
Indiana
$166K
SS
978
Sunbelt Securities
Texas
$159K
BFPW
979
BOK Financial Private Wealth
Colorado
$159K -$58.2K -460 -29%
TCA
980
Trifecta Capital Advisors
Illinois
$159K
AEPWM
981
Atlantic Edge Private Wealth Management
Florida
$158K
EB
982
Eastern Bank
Massachusetts
$158K +$5.82K +46 +4%
EDRH
983
Edmond de Rothschild Holding
Switzerland
$157K -$413K -3,261 -74%
LWCFA
984
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$156K
CBT
985
CoreFirst Bank & Trust
Kansas
$152K +$139K +1,096 New
Simplex Trading
986
Simplex Trading
Illinois
$150K -$95.9K -758 -41%
PA
987
Pineridge Advisors
Missouri
$149K -$4.3K -34 -3%
BA
988
Ballast Advisors
Minnesota
$143K
TF
989
Tompkins Financial
New York
$142K
TC
990
Trust Company
Kansas
$141K
RWM
991
Rialto Wealth Management
New York
$141K -$21.5K -170 -14%
EWM
992
Evermay Wealth Management
Virginia
$139K
USB
993
Union Savings Bank
Connecticut
$137K
CWM
994
Copia Wealth Management
Oregon
$137K
BWL
995
Bogart Wealth LLC
Virginia
$134K -$13.8K -109 -10%
RFG
996
REAP Financial Group
Texas
$127K -$5.31K -42 -4%
SL
997
Salomon & Ludwin
Virginia
$126K -$5.19K -41 -4%
BFS
998
Bare Financial Services
Pennsylvania
$126K
MIFH
999
Migdal Insurance & Financial Holdings
Israel
$114K
PB
1000
Pinnacle Bancorp
Nebraska
$114K

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.