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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
PWAM
151
Private Wealth Asset Management
Iowa
$8.9M -$81.5K -644 -1%
PF
152
Phoenix Financial
Israel
$8.89M +$475K +3,757 +6%
KFP
153
KMG Fiduciary Partners
Ohio
$8.82M +$286K +2,263 +4%
P
154
&Partners
Tennessee
$8.77M +$2.78M +21,980 +53%
SYBT
155
Stock Yards Bank & Trust
Kentucky
$8.55M
CGA
156
Crescent Grove Advisors
Illinois
$8.51M +$1.01K +8 +0%
PCMM
157
Piedmont Capital Management (Montana)
Montana
$8.47M -$125K -992 -2%
GIA
158
Gladstone Institutional Advisory
Florida
$8.28M -$417K -3,294 -5%
GIA
159
GHP Investment Advisors
Colorado
$8.23M -$56.4K -446 -0.7%
CCM
160
Condor Capital Management
New Jersey
$8.21M +$16.7K +132 +0.2%
Cerity Partners
161
Cerity Partners
New York
$8.15M -$62.1K -491 -0.8%
SFS
162
Sowell Financial Services
Arkansas
$8.14M -$1.12M -8,836 -13%
SCP
163
Stevens Capital Partners
Nebraska
$7.99M +$923K +7,297 +15%
CHAM
164
Clear Harbor Asset Management
Connecticut
$7.89M +$177K +1,396 +3%
FCH
165
Freestone Capital Holdings
Washington
$7.64M -$75.9K -600 -1%
Mercer Global Advisors
166
Mercer Global Advisors
Colorado
$7.63M -$798K -6,310 -10%
PIA
167
Powell Investment Advisors
Florida
$7.5M +$235K +1,856 +4%
CG
168
Corundum Group
Colorado
$7.49M
SWP
169
Stratos Wealth Partners
Ohio
$7.49M +$132K +1,046 +2%
PCG
170
Prosperity Consulting Group
Maryland
$7.47M +$212K +1,678 +3%
CA
171
Clearstead Advisors
Ohio
$7.39M -$105K -831 -2%
N
172
Nuveen
North Carolina
$7.38M -$16.9M -133,248 -71%
MWM
173
Modera Wealth Management
New Jersey
$7.33M -$8.86K -70 -0.1%
MCM
174
Monument Capital Management
Virginia
$7.21M +$41.7K +330 +0.6%
MI
175
Moneywise Inc
Virginia
$7.2M +$6.57M +51,908 New

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.