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iShares Russell Mid-Cap Growth ETF

1,212 hedge funds and large institutions have $16.4B invested in iShares Russell Mid-Cap Growth ETF in 2026 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 352 increasing their positions, 395 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 51

14% more capital invested

Capital invested by funds: $14.3B → $16.4B (+$2.02B)

8% more funds holding in top 10

Funds holding in top 10: 3740 (+3)

3% more funds holding

Funds holding: 1,1781,212 (+34)

10% more call options, than puts

Call options by funds: $11.1M | Put options by funds: $10.1M

0.28% less ownership

Funds ownership: 76.41%76.12% (-0.28%)

11% less repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 395

Holders
1,212
Holders Change
+34
Holders Change %
+2.89%
% of All Funds
14.64%
Holding in Top 10
40
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.11%
% of All Funds
0.48%
New
115
Increased
352
Reduced
395
Closed
51
Calls
$11.1M
Puts
$10.1M
Net Calls
+$1.01M
Net Calls Change
-$5.04M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
1226
CSM Advisors
Pennsylvania
-$551K -4,300 Closed
JFG
1227
Jefferies Financial Group
New York
-$488K -3,807 Closed
LWM
1228
LongView Wealth Management
Georgia
-$498K -3,702 Closed
HWA
1229
Heritage Wealth Advisors
Virginia
-$448K -3,500 Closed
PJC
1230
Phillip James Consulting
Minnesota
-$1.26M -3,412 Closed
EPW
1231
Evolve Private Wealth
California
-$423K -3,304 Closed
IA
1232
Invested Advisors
Pennsylvania
-$417K -3,252 Closed
D.E. Shaw & Co
1233
D.E. Shaw & Co
New York
-$416K -3,246 Closed
CFA
1234
Cahill Financial Advisors
Minnesota
-$379K -2,961 Closed
WP
1235
WealthShield Partners
North Carolina
-$297K -2,320 Closed
VCA
1236
Verdence Capital Advisors
Maryland
-$296K -2,308 Closed
PCMM
1237
Piedmont Capital Management (Montana)
Montana
-$289K -2,229 Closed
TWP
1238
Triad Wealth Partners
Kansas
-$268K -2,094 Closed
Federated Hermes
1239
Federated Hermes
Pennsylvania
-$263K -2,055 Closed
SFG
1240
Snider Financial Group
Washington
-$263K -2,055 Closed
TWM
1241
Tanager Wealth Management
United Kingdom
-$247K -1,924 Closed
EWM
1242
Elevation Wealth Management
Minnesota
-$243K -1,893 Closed
PCM
1243
Parsons Capital Management
Rhode Island
-$221K -1,724 Closed
Fisher Asset Management
1244
Fisher Asset Management
Washington
-$207K -1,614 Closed
AIM
1245
Athena Investment Management
California
-$204K -1,590 Closed
PA
1246
PFG Advisors
Arizona
-$200K -1,563 Closed
RFP
1247
Root Financial Partners
California
-$133K -1,035 Closed
SA
1248
Scarborough Advisors
Maryland
-$109K -852 Closed
TWD
1249
True Wealth Design
Ohio
-$89.7K -700 Closed
MWA
1250
Medallion Wealth Advisors
Connecticut
-$53.8K -420 Closed

IWP Hedge Fund Activity: Q2 2026 in Review

1,212 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q2 2026, worth a combined $16.4B — up 14% from $14.3B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new IWP positions and 51 closed out — a net gain of 64 holders — while 352 added to existing stakes and 395 trimmed.

The largest buyer was Plante Moran Financial Advisors, adding an estimated $183M. The largest seller was Jones Financial Companies, cutting an estimated $118M.

  • 1,212 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q2 2026, up from 1,178 in Q1 2026.
  • Funds reported $16.4B of iShares Russell Mid-Cap Growth ETF stock for Q2 2026, up 14% quarter-over-quarter.
  • 115 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q2 2026 and 51 closed out, a net change of +64 holders.
  • The largest iShares Russell Mid-Cap Growth ETF buyer in Q2 2026 was Plante Moran Financial Advisors, an estimated $183M added.
  • The largest iShares Russell Mid-Cap Growth ETF seller in Q2 2026 was Jones Financial Companies, an estimated $118M sold.

Based on aggregated 13F filings for Q2 2026.