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iShares Russell Mid-Cap Growth ETF
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Overview Fund Activity

1,148 hedge funds and large institutions have $14.2B invested in iShares Russell Mid-Cap Growth ETF in 2025 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 329 increasing their positions, 371 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,148
Holders Change
+78
Holders Change %
+7.29%
% of All Funds
15.39%
Holding in Top 10
51
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+15.91%
% of All Funds
0.68%
New
140
Increased
329
Reduced
371
Closed
43
Calls
$27.2M
Puts
$47.1M
Net Calls
-$19.9M
Net Calls Change
-$24.5M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$147M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$50.9M
3
Barclays
Barclays
United Kingdom
+$35.5M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$32.7M
5
JCM
Jacobi Capital Management
Pennsylvania
+$28.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$255M
2
Truist Financial
Truist Financial
North Carolina
-$80.6M
3
CAM
Congress Asset Management
Massachusetts
-$45.5M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$42.5M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$35.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAC
251
Certified Advisory Corp
Florida
$3.73M +$525K +3,785 +16%
FFN
252
Focus Financial Network
Minnesota
$3.73M +$2.04M +14,689 +121%
ACM
253
Advisors Capital Management
New Jersey
$3.66M +$1.7M +12,294 +87%
TWM
254
Tolleson Wealth Management
Texas
$3.63M -$92.2K -665 -2%
WB
255
WesBanco Bank
West Virginia
$3.62M -$121K -872 -3%
Vanguard Group
256
Vanguard Group
Pennsylvania
$3.61M -$615K -4,431 -15%
EW
257
Element Wealth
Mississippi
$3.56M -$190K -1,367 -5%
CL
258
Choreo LLC
Illinois
$3.55M -$631K -4,547 -15%
AWM
259
Avior Wealth Management
Nebraska
$3.53M -$45.2K -327 -1%
ES
260
Eagle Strategies
New York
$3.53M -$149K -1,074 -4%
UCFA
261
United Capital Financial Advisors
Texas
$3.5M +$621K +4,475 +22%
BCM
262
Becker Capital Management
Oregon
$3.49M – – –
PWCM
263
Processus Wealth & Capital Management
Tennessee
$3.49M -$31.5K -227 -0.9%
LI
264
LifeWealth Investments
Florida
$3.49M +$363K +2,615 +12%
SF
265
Summit Financial
New Jersey
$3.42M +$827K +5,963 +32%
AL
266
Aspiriant LLC
California
$3.42M +$1.71M +12,353 +100%
IWM
267
IHT Wealth Management
Illinois
$3.31M +$1.55M +11,168 +88%
GT
268
Glenview Trust
Kentucky
$3.3M -$3.47K -25 -0.1%
EFS
269
Essex Financial Services
Connecticut
$3.29M +$204K +1,472 +7%
SWGC
270
Summit Wealth Group (Colorado)
Colorado
$3.27M +$3.27M +23,614 New
IPW
271
Intergy Private Wealth
Colorado
$3.27M +$26.6K +192 +0.8%
FNT
272
First National Trust
Pennsylvania
$3.27M +$639K +4,609 +24%
IFPG
273
Intrepid Financial Planning Group
Indiana
$3.25M -$16.6K -120 -0.5%
HBS
274
Howard Bailey Securities
Indiana
$3.24M -$457K -3,293 -12%
MCA
275
MSH Capital Advisors
Arizona
$3.23M -$238K -1,717 -7%
9 10
11
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