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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
PFPT
101
Pinnacle Financial Partners (Tennessee)
Tennessee
$16.8M +$389K +3,074 +3%
FMWA
102
Forvis Mazars Wealth Advisors
Missouri
$16.8M -$185K -1,460 -1%
FWP
103
Falcon Wealth Planning
California
$16.6M -$1.34M -10,631 -8%
Wealth Enhancement Advisory Services
104
Wealth Enhancement Advisory Services
Minnesota
$16.6M +$286K +2,261 +2%
JFG
105
JMG Financial Group
Illinois
$16.5M -$58.1K -459 -0.4%
Qube Research & Technologies (QRT)
106
Qube Research & Technologies (QRT)
United Kingdom
$16.1M +$2.7M +21,353 +23%
SFGP
107
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$15.6M +$2.72M +21,510 +24%
HIP
108
HUB Investment Partners
Texas
$15.3M +$1.14K +9 +0%
CRC
109
Curi RMB Capital
Illinois
$15.3M -$219K -1,730 -2%
BCWM
110
Bartlett & Co Wealth Management
Ohio
$15.3M -$162K -1,284 -1%
Pathstone Holdings
111
Pathstone Holdings
New Jersey
$14.8M +$7.71M +60,920 +65%
CM
112
Churchill Management
California
$14.6M -$244K -1,926 -2%
Wellington Management Group
113
Wellington Management Group
Massachusetts
$14.4M -$30.4M -239,964 -70%
CWM
114
Connecticut Wealth Management
Connecticut
$14M -$183K -1,445 -1%
UCMOK
115
United Capital Management of KS
Kansas
$14M +$111K +880 +0.9%
CWM
116
Congress Wealth Management
Massachusetts
$13.9M +$5.66M +44,773 +80%
SEM
117
Strategic Equity Management
Arizona
$13.9M +$12.6M +99,982 New
FFL
118
Future Fund LLC
Illinois
$13.7M +$12.5M +99,049 New
LWP
119
LMG Wealth Partners
Louisiana
$13.6M -$136K -1,077 -1%
FMII
120
Farmers & Merchants Investments Inc
Nebraska
$12.9M -$91.1K -720 -0.8%
NP
121
NorthRock Partners
Minnesota
$12.9M +$386K +3,051 +3%
SA
122
Sanctuary Advisors
Indiana
$12.8M +$1.65M +13,039 +16%
SCM
123
Sterling Capital Management
North Carolina
$12.7M +$222K +1,751 +2%
NA
124
NewEdge Advisors
Louisiana
$12.6M +$3.47M +27,409 +43%
OAM
125
Occidental Asset Management
California
$12.6M -$163K -1,286 -1%

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.