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iShares Russell Mid-Cap Growth ETF
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Overview Fund Activity

1,141 hedge funds and large institutions have $14.1B invested in iShares Russell Mid-Cap Growth ETF in 2025 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 327 increasing their positions, 369 reducing their positions, and 43 closing their positions.

Holders
1,141
Holders Change
+71
Holders Change %
+6.64%
% of All Funds
15.32%
Holding in Top 10
51
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+15.91%
% of All Funds
0.68%
New
138
Increased
327
Reduced
369
Closed
43
Calls
$21.6M
Puts
$22.9M
Net Calls
-$1.34M
Net Calls Change
-$5.96M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.69B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$719M
3
Barclays
3
Barclays
United Kingdom
$37.7M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$187M
5
JCM
5
Jacobi Capital Management
Pennsylvania
$28.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$919M
2
Truist Financial
2
Truist Financial
North Carolina
$94.2M
3
CAM
3
Congress Asset Management
Massachusetts
$21M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$34.4M
5
TIAA Trust, National Association
5
TIAA Trust, National Association
North Carolina
$352M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$2.69B 19,367,119 +1,061,234 +6%
Bank of America
2
Bank of America
North Carolina
$919M 6,625,157 -1,841,383 -22%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$719M 5,231,840 +370,317 +8%
Wells Fargo
4
Wells Fargo
California
$717M 5,168,799 +77,245 +2%
TIAA Trust, National Association
5
TIAA Trust, National Association
North Carolina
$352M 2,540,797 -252,833 -9%
Ameriprise
6
Ameriprise
Minnesota
$350M 2,524,819 +26,620 +1%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$346M 2,498,366 +517 +0%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$342M 2,464,458 -200,748 -8%
LPL Financial
9
LPL Financial
California
$329M 2,368,998 +70,252 +3%
UBS Group
10
UBS Group
Switzerland
$317M 2,283,766 +17,979 +0.8%
CCWM
11
Cassaday & Co Wealth Management
Virginia
$293M 2,110,082 -5,559 -0.3%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$276M 1,990,778 +61,149 +3%
CB
13
Commerce Bank
Missouri
$239M 1,722,755 -51,107 -3%
Envestnet Portfolio Solutions
14
Envestnet Portfolio Solutions
Illinois
$223M 1,604,455 -229,507 -13%
US Bancorp
15
US Bancorp
Minnesota
$218M 1,572,826 +11,655 +0.7%
FCBT
16
First Citizens Bank & Trust
North Carolina
$206M 1,486,571 -231,986 -13%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$187M 1,348,494 +236,001 +21%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$162M 1,168,105 -9,424 -0.8%
CFB
19
Cullen/Frost Bankers
Texas
$133M 956,036 +130,679 +16%
Osaic Holdings
20
Osaic Holdings
Arizona
$116M 867,323 -106,361 -11%
Raymond James Financial
21
Raymond James Financial
Florida
$111M 801,901 -146,899 -15%
PLFA
22
Pacific Life Fund Advisors
California
$106M 763,166 +2,715 +0.4%
FAC
23
Financial Advisory Corporation
Michigan
$105M 757,092 +21,072 +3%
Truist Financial
24
Truist Financial
North Carolina
$94.2M 679,533 -580,886 -46%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$92.9M 669,575 -142,462 -18%
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