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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
Morgan Stanley
1
Morgan Stanley
New York
$2.94B +$24.6M +178,260 +0.9%
Bank of America
2
Bank of America
North Carolina
$1.02B -$13.8M -100,151 -1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$859M +$12.9M +93,924 +2%
Wells Fargo
4
Wells Fargo
California
$781M +$27.5M +199,763 +4%
FCAS
5
First Command Advisory Services
Texas
$577M -$1.33M -9,627 -0.2%
LPL Financial
6
LPL Financial
California
$399M +$11.3M +81,816 +3%
UBS Group
7
UBS Group
Switzerland
$398M -$4.54M -32,960 -1%
Ameriprise
8
Ameriprise
Minnesota
$374M -$8.26M -59,952 -2%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$355M -$1.38M -10,043 -0.4%
CCWM
10
Cassaday & Co Wealth Management
Virginia
$328M +$8.05M +58,416 +3%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$325M -$4.86M -35,267 -2%
VIA
12
Vantagepoint Investment Advisers
District of Columbia
$308M
Jones Financial Companies
13
Jones Financial Companies
Missouri
$283M -$118M -855,039 -30%
TCIIS
14
TIAA-CREF Individual & Institutional Services
New York
$275M -$13.5M -97,590 -5%
CB
15
Commerce Bank
Missouri
$223M -$13M -94,353 -6%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$218M +$9.79M +71,020 +5%
US Bancorp
17
US Bancorp
Minnesota
$198M -$31.6M -228,935 -14%
Envestnet Portfolio Solutions
18
Envestnet Portfolio Solutions
Illinois
$198M -$40.7M -294,918 -18%
PMFA
19
Plante Moran Financial Advisors
Michigan
$194M +$183M +1,324,377 +556,461%
Osaic Holdings
20
Osaic Holdings
Arizona
$186M +$13.7M +99,111 +8%
FCBT
21
First Citizens Bank & Trust
North Carolina
$182M -$40.1M -291,146 -19%
CFB
22
Cullen/Frost Bankers
Texas
$174M -$11.8M -85,784 -7%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$167M -$5.31M -38,518 -3%
Raymond James Financial
24
Raymond James Financial
Florida
$146M -$5.6M -40,612 -4%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$134M +$22.5M +163,015 +22%

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.