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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
EPAM
1076
Evelyn Partners Asset Management
$31.1K
BTD
1077
BankPlus Trust Department
Mississippi
$28.8K
RWPA
1078
Richard W. Paul & Associates
Michigan
$28.8K +$633 +5 +2%
DFA
1079
DHJJ Financial Advisors
Illinois
$28.8K +$127 +1 +0.5%
HFS
1080
Hughes Financial Services
Virginia
$28.5K
RMC
1081
Resources Management Corp
Connecticut
$28K
PMFA
1082
Plante Moran Financial Advisors
Michigan
$27.7K
FGC
1083
Financial Gravity Companies
Texas
$27.7K +$25.3K +200 New
DAM
1084
Delta Asset Management
Tennessee
$25K
CWM
1085
CarsonAllaria Wealth Management
Illinois
$24.7K
IRC
1086
Investors Research Corp
Georgia
$23.6K
AWM
1087
Ameliora Wealth Management
Switzerland
$23.5K
MWM
1088
Mascoma Wealth Management
New Hampshire
$23.3K
MAS
1089
MPWM Advisory Solutions
Georgia
$23.2K
KG
1090
Kilter Group
New York
$23K +$21K +166 New
PWM
1091
Proathlete Wealth Management
Florida
$22.7K +$20.7K +164 New
SR
1092
Syntax Research
Florida
$22.5K
TFG
1093
Team Financial Group
California
$21.6K +$19.7K +156 New
HAP
1094
Harbor Asset Planning
Massachusetts
$21.4K +$19.5K +154 New
BA
1095
Bellwether Advisors
Nebraska
$20.8K -$17M -134,373 -100%
HWA
1096
HHM Wealth Advisors
Tennessee
$20.8K
LWA
1097
Lowe Wealth Advisors
Maryland
$20.8K
RTC
1098
Riverview Trust Company
Washington
$20.8K
UCB
1099
United Community Bank
South Carolina
$20.7K
MSFP
1100
Mark Sheptoff Financial Planning
Connecticut
$20.4K

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.