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iShares Russell Mid-Cap Growth ETF
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Overview Fund Activity

1,146 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, 370 reducing their positions, and 43 closing their positions.

Holders
1,146
Holders Change
+76
Holders Change %
+7.1%
% of All Funds
15.38%
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
370
Closed
43
Calls
$27.2M
Puts
$47.1M
Net Calls
-$19.9M
Net Calls Change
-$24.5M

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 Holding Trade Value Shares
Change 		Shares
Change %
BP
301
Broadleaf Partners
Ohio
$2.71M +$118K +852 +5%
AUB
302
Atlantic Union Bankshares
Virginia
$2.68M +$1.83M +13,165 +212%
PFP
303
Paragon Financial Partners
California
$2.62M +$140K +1,009 +6%
NW
304
Naviter Wealth
Arkansas
$2.61M – – –
AT
305
American Trust
Kentucky
$2.59M +$1.41M +10,197 +120%
GSEP
306
Golden State Equity Partners
California
$2.57M +$1.21M +8,730 +89%
TCWM
307
Total Clarity Wealth Management
Illinois
$2.52M -$944K -6,809 -27%
SC
308
Sierra Capital
Florida
$2.52M -$62.6K -451 -2%
BJL
309
Brighton Jones LLC
Washington
$2.5M +$49.5K +357 +2%
D.E. Shaw & Co
310
D.E. Shaw & Co
New York
$2.5M -$1.15M -8,274 -31%
CCM
311
Corsair Capital Management
New York
$2.5M +$277K +2,000 +13%
GWM
312
Geneos Wealth Management
Colorado
$2.47M -$2.09M -15,055 -46%
NFG
313
Nadler Financial Group
Illinois
$2.47M +$105K +760 +4%
NAAA
314
New Age Alpha Advisors
New York
$2.46M +$1.41M +10,192 +135%
AllianceBernstein
315
AllianceBernstein
Tennessee
$2.43M +$277K +1,997 +13%
ANB
316
Amarillo National Bank
Texas
$2.41M – – –
BCM
317
Brookstone Capital Management
Illinois
$2.37M +$740K +5,334 +45%
PTC
318
Private Trust Company
Ohio
$2.34M +$671K +4,838 +40%
SFA
319
Sequoia Financial Advisors
Ohio
$2.34M -$5.83K -42 -0.2%
I2I
320
Insight 2811 Inc
Illinois
$2.33M +$15.3K +110 +0.7%
BBHC
321
Brown Brothers Harriman & Co
New York
$2.32M -$388K -2,800 -14%
SWM
322
Shakespeare Wealth Management
Wisconsin
$2.31M +$230K +1,659 +11%
AFP
323
Ausdal Financial Partners
Iowa
$2.31M +$2.01M +14,492 +680%
SAM
324
Silvercrest Asset Management
New York
$2.29M – – –
AI
325
Auour Investments
Massachusetts
$2.28M -$378K -2,728 -14%
11 12
13
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