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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
MBI
201
May Barnhard Investments
Maryland
$5.5M -$205K -1,622 -4%
FNBT
202
FineMark National Bank & Trust
Florida
$5.37M -$220K -1,740 -4%
RFC
203
Regions Financial Corp
Alabama
$5.29M +$1.22M +9,623 +34%
BMWS
204
Brady Martz Wealth Solutions
North Dakota
$5.29M -$271K -2,141 -5%
Brown Advisory
205
Brown Advisory
Maryland
$5.29M +$515K +4,074 +12%
Kayne Anderson Rudnick Investment Management
206
Kayne Anderson Rudnick Investment Management
California
$5.27M -$1.52M -11,990 -24%
SC
207
Saiph Capital
New Jersey
$5.22M +$330K +2,610 +7%
MWM
208
Meridian Wealth Management
Kentucky
$5.18M +$540K +4,266 +13%
APW
209
Acima Private Wealth
Virginia
$5.15M
GVAG
210
Great Valley Advisor Group
Delaware
$5.12M -$3.92K -31 -0.1%
CCM
211
Coldstream Capital Management
Washington
$5.11M -$18.3K -145 -0.4%
TPCW
212
TD Private Client Wealth
New York
$5.1M -$705K -5,575 -13%
BB
213
Berkshire Bank
Massachusetts
$5.03M -$152K -1,198 -3%
HI
214
Harbour Investments
Wisconsin
$5.01M +$158K +1,246 +4%
JFGIW
215
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.96M +$332K +2,622 +8%
FCP
216
Fidelis Capital Partners
Florida
$4.95M +$44.5K +352 +1%
BMCM
217
Burns Matteson Capital Management
New York
$4.88M -$1.07M -8,442 -19%
SC
218
Savant Capital
Illinois
$4.86M -$59.6K -471 -1%
SPC
219
Sigma Planning Corp
Michigan
$4.84M +$75.1K +594 +2%
HIA
220
Harbor Investment Advisory
Maryland
$4.77M +$2.01M +15,905 +86%
WAM
221
Weinberger Asset Management
California
$4.68M +$93.5K +739 +2%
AB
222
Atlas Brown
Kentucky
$4.67M -$5.82K -46 -0.1%
CC
223
Courier Capital
New York
$4.67M -$24.5K -194 -0.6%
AWMNH
224
Arcadia Wealth Management (New Hampshire)
New Hampshire
$4.59M -$78.1K -617 -2%
BRWA
225
B. Riley Wealth Advisors
Florida
$4.57M +$4.17M +32,933 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.