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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
MSWA
1151
Marshall & Sterling Wealth Advisors
New York
$3.19K
AWM
1152
Angeles Wealth Management
California
$3.19K +$2.91K +23 New
RP
1153
Rice Partnership
Hawaii
$3.05K +$2.78K +22 New
NMG
1154
New Millennium Group
Utah
$2.91K -$2.66K -21 -50%
LFG
1155
Larson Financial Group
Missouri
$2.77K +$2.53K +20 New
TVWM
1156
Tower View Wealth Management
Wisconsin
$2.5K
CJH
1157
Christopher J. Hasenberg
Wisconsin
$2.08K +$1.9K +15 New
MSG
1158
Main Street Group
Virginia
$1.66K
OCM
1159
Orion Capital Management
California
$1.52K
BPAMU
1160
BTG Pactual Asset Management US
New York
$1.52K +$1.39K +11 New
YAL
1161
Your Advocates Ltd
Texas
$1.25K
PCA
1162
PMV Capital Advisers
Texas
$1.25K +$1.14K +9 New
M
1163
MOTCO
Texas
$849
AAG
1164
Armstrong Advisory Group
Massachusetts
$555 +$506 +4 New
TFA
1165
Transamerica Financial Advisors
Florida
$426
AIA
1166
Aventus Investment Advisors
Florida
$126 +$127 +1 New
SRA
1167
Summit Rock Advisors
New York
-$24.7M -210,489 Closed
BSG
1168
Black Swift Group
Colorado
-$22.2M -189,196 Closed
QC
1169
Quadrature Capital
United Kingdom
-$6.87M -58,494 Closed
FCI
1170
Financial Counselors Inc
Kansas
-$4.34M -36,936 Closed
CCA
1171
Cooper Capital Advisors
California
-$4.04M -34,422 Closed
JFG
1172
Jefferies Financial Group
New York
-$3.83M -32,574 Closed
TVAMP
1173
Tennessee Valley Asset Management Partners
Tennessee
-$3.05M -25,981 Closed
GP
1174
Greenline Partners
New York
-$1.37M -24,974 Closed
YIH
1175
Y-Intercept (HK)
Hong Kong
-$2.85M -24,269 Closed

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.