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iShares Russell Mid-Cap Growth ETF
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Overview Fund Activity

1,070 hedge funds and large institutions have $12.4B invested in iShares Russell Mid-Cap Growth ETF in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 334 increasing their positions, 377 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,070
Holders Change
-51
Holders Change %
-4.55%
% of All Funds
14.53%
Holding in Top 10
44
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.6%
New
63
Increased
334
Reduced
377
Closed
86
Calls
$15.5M
Puts
$10.9M
Net Calls
+$4.63M
Net Calls Change
-$4.41M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$139M
2
PLFA
Pacific Life Fund Advisors
California
+$89.3M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$65.1M
4
Truist Financial
Truist Financial
North Carolina
+$64.7M
5
Osaic Holdings
Osaic Holdings
Arizona
+$62.5M

Top Sellers

1
AIA
Angeles Investment Advisors
California
-$80.1M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$64.4M
3
GI
GLOBALT Investments
Georgia
-$47.3M
4
Barclays
Barclays
United Kingdom
-$29.9M
5
SW
SVB Wealth
Massachusetts
-$25.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
401
Clearstead Trust
Maine
$1.33M – – –
BFS
402
Bradley Foster & Sargent
Connecticut
$1.32M – – –
LGG
403
Luts & Greenleigh Group
Maryland
$1.3M -$1.53K -13 -0.1%
SWA
404
Sax Wealth Advisors
New Jersey
$1.3M +$46.3K +394 +4%
TMWM
405
Taylor & Morgan Wealth Management
Michigan
$1.29M -$23.6K -201 -2%
ODIJL
406
One Day In July LLC
Vermont
$1.25M +$7.52K +64 +0.6%
AG
407
AlTi Global
New York
$1.25M -$58K -494 -4%
BAM
408
Belpointe Asset Management
Nevada
$1.24M +$473K +4,027 +62%
TC
409
TownSquare Capital
Utah
$1.23M -$27K -230 -2%
AA
410
Ancora Advisors
Ohio
$1.23M -$272K -2,314 -18%
FWP
411
FAS Wealth Partners
Kansas
$1.23M -$35.6K -303 -3%
ECM
412
Evergreen Capital Management
Washington
$1.22M +$202K +1,721 +20%
WT
413
Whittier Trust
California
$1.21M – – –
CB
414
Cadence Bank
Mississippi
$1.21M -$5.64K -48 -0.5%
PD
415
Planning Directions
Pennsylvania
$1.21M +$1.21M +10,301 New
JJBC
416
James J. Burns & Company
New York
$1.21M -$12.5K -106 -1%
FT
417
Fiduciary Trust
Massachusetts
$1.19M -$45.2K -385 -4%
CWM
418
Cranbrook Wealth Management
Michigan
$1.19M -$55.6K -473 -4%
AAS
419
Ameritas Advisory Services
Nebraska
$1.19M -$1.5M -12,202 -56%
MWM
420
Mission Wealth Management
California
$1.19M +$18K +153 +2%
EIA
421
Eldridge Investment Advisors
New Hampshire
$1.18M -$4.7K -40 -0.4%
PCA
422
Prosperity Capital Advisors
Ohio
$1.18M -$79.5K -671 -6%
WAP
423
Wealthcare Advisory Partners
Pennsylvania
$1.18M +$43.1K +367 +4%
KFI
424
Key Financial Inc
Pennsylvania
$1.17M – – –
KP
425
Keel Point
Alabama
$1.16M +$16.8K +143 +1%
15 16
17
18 19