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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 %
WMP
451
Wealth Management Partners
Arizona
$1.05M -$14.8K -126 -1%
BWM
452
Brickley Wealth Management
California
$1.03M -$32.2K -274 -3%
FIA
453
Foundations Investment Advisors
Arizona
$1.02M -$361K -3,069 -26%
OGF
454
Orin Green Financial
California
$1.01M +$1.01M +9,178 New
AT
455
American Trust
Kentucky
$998K -$1.31M -11,153 -57%
AFWM
456
AMJ Financial Wealth Management
Virginia
$988K +$241K +2,047 +32%
GFP
457
Gryphon Financial Partners
Ohio
$983K +$187K +1,593 +24%
AIM
458
Arcadia Investment Management
Michigan
$981K +$388K +3,300 +65%
RB
459
Renasant Bank
Mississippi
$967K -$501K -4,267 -34%
IA
460
Integrity Alliance
Iowa
$961K +$961K +8,183 New
CSP
461
Cary Street Partners
Virginia
$961K +$2.23K +19 +0.2%
CFO
462
Callan Family Office
Pennsylvania
$950K +$1.06K +9 +0.1%
GA
463
GFS Advisors
Texas
$940K – – –
AFC
464
AFT Forsyth & Company
Florida
$939K – – –
WTC
465
WhitTier Trust Company
Nevada
$939K +$343K +2,916 +57%
PS
466
Principal Securities
Iowa
$939K +$29.2K +230 +3%
NCM
467
Next Capital Management
New York
$933K +$144K +1,226 +18%
TCA
468
Transcend Capital Advisors
New Jersey
$923K +$16.3K +139 +2%
EWM
469
EPG Wealth Management
Georgia
$921K -$143K -1,217 -13%
SVWAG
470
Sound View Wealth Advisors Group
Georgia
$919K -$822 -7 -0.1%
HWM
471
HB Wealth Management
Georgia
$918K +$231K +1,968 +34%
R
472
Rebalance
California
$918K +$705 +6 +0.1%
LI
473
LMCG Investments
Massachusetts
$914K -$150K -1,279 -14%
CIA
474
Choate Investment Advisors
Massachusetts
$912K – – –
OC
475
Oarsman Capital
Wisconsin
$909K +$176K +1,500 +24%
17 18
19
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