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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
TAM
176
Tocqueville Asset Management
New York
$7.12M -$82.9K -655 -1%
LI
177
LifeWealth Investments
Florida
$6.97M +$673K +5,321 +12%
PGFC
178
Peapack-Gladstone Financial Corp
New Jersey
$6.96M +$933K +7,376 +17%
FPAS
179
Focus Partners Advisor Solutions
Missouri
$6.93M -$196K -1,550 -3%
FHA
180
First Horizon Advisors
Tennessee
$6.76M -$430K -3,398 -7%
CI
181
Conning Inc
Connecticut
$6.72M -$1.94M -15,308 -24%
VW
182
Vance Wealth
California
$6.64M -$1.02M -8,059 -14%
MFG
183
Mainsail Financial Group
Washington
$6.63M -$279K -2,203 -4%
William Blair & Company
184
William Blair & Company
Illinois
$6.63M -$281K -2,223 -4%
Bessemer Group
185
Bessemer Group
New Jersey
$6.62M +$50.7K +401 +0.8%
FC
186
Forte Capital
New York
$6.55M +$312K +2,466 +6%
ML
187
McAdam LLC
Pennsylvania
$6.43M +$289K +2,285 +5%
FTS
188
Fifth Third Securities
Ohio
$6.16M -$61.7K -488 -1%
CGPCS
189
Capital Group Private Client Services
California
$6.03M +$60K +474 +1%
ONB
190
Old National Bancorp
Indiana
$5.97M -$56.4K -446 -1%
TC
191
TAGStone Capital
North Carolina
$5.97M +$108K +852 +2%
LF
192
Lee Financial
Texas
$5.97M -$141K -1,118 -3%
HNB
193
Hilltop National Bank
Wyoming
$5.95M +$5.43M +42,896 New
Citigroup
194
Citigroup
New York
$5.83M +$645K +5,101 +14%
HCP
195
Holt Capital Partners
Texas
$5.73M -$421K -3,325 -7%
CW
196
CreativeOne Wealth
Kansas
$5.62M -$237K -1,875 -4%
IP
197
Investment Partners
Ohio
$5.6M +$300K +2,371 +6%
PAS
198
Park Avenue Securities
New York
$5.59M -$634K -5,014 -11%
RF
199
rebel Financial
Ohio
$5.54M +$5.05M +39,940 New
SW
200
Simplicity Wealth
New Jersey
$5.51M +$2.4M +18,955 +91%

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.