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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
MCCA
126
Mill Creek Capital Advisors
Pennsylvania
$12.5M +$127 +1 +0%
AAS
127
Avantax Advisory Services
Texas
$12.4M +$308K +2,437 +3%
UB
128
UMB Bank
Missouri
$12.4M -$1.1M -8,689 -9%
Kovitz Investment Group Partners
129
Kovitz Investment Group Partners
Illinois
$12M +$19.1K +151 +0.2%
FCAM
130
First Citizens Asset Management
North Carolina
$11.9M -$390K -3,083 -3%
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$11.9M -$523K -4,137 -5%
SCA
132
Southern Capital Advisors
Tennessee
$11.9M +$180K +1,425 +2%
CNBT
133
Canandaigua National Bank & Trust
New York
$11.6M +$445K +3,518 +4%
VA
134
VestGen Advisors
Illinois
$11.6M -$301K -2,376 -3%
HCA
135
Heck Capital Advisors
Wisconsin
$11.5M -$6.23M -49,242 -37%
XF
136
XML Financial
Maryland
$11.3M +$255K +2,016 +3%
ATC
137
Argent Trust Co
Tennessee
$11M +$25.2K +199 +0.3%
WIC
138
Whitegate Investment Counselors
New Hampshire
$10.9M -$9.36K -74 -0.1%
Susquehanna International Group
139
Susquehanna International Group
Pennsylvania
$10.7M +$4.16M +32,873 +74%
VOYA Investment Management
140
VOYA Investment Management
Georgia
$10.6M +$939K +7,424 +11%
FFA
141
First Foundation Advisors
California
$10.4M +$1.73M +13,645 +22%
WFA
142
WestHill Financial Advisors
California
$10.3M +$12.4K +98 +0.1%
IA
143
IFP Advisors
Florida
$9.88M +$260K +2,058 +3%
AssetMark Inc
144
AssetMark Inc
California
$9.82M +$1.46M +11,537 +19%
PFA
145
Petra Financial Advisors
Colorado
$9.79M +$1.78M +14,046 +25%
JWCA
146
J.W. Cole Advisors
Florida
$9.54M +$385K +3,043 +5%
Janney Montgomery Scott
147
Janney Montgomery Scott
Pennsylvania
$9.51M -$245K -1,937 -3%
FMC
148
First Merchants Corp
Indiana
$9.37M -$123K -975 -1%
SAM
149
Sequent Asset Management
Texas
$9.32M -$15.2K -120 -0.2%
SMF
150
Sterling Manor Financial
New York
$9.12M -$631K -4,991 -7%

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.