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iShares Russell Mid-Cap Growth ETF
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Overview Fund Activity

1,147 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.

New
Increased
Maintained
Reduced
Closed
Holders
1,147
Holders Change
+77
Holders Change %
+7.2%
% 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
Morgan Stanley
New York
$2.69B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$719M
3
Barclays
Barclays
United Kingdom
$37.7M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$187M
5
JCM
Jacobi Capital Management
Pennsylvania
$28.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$919M
2
Truist Financial
Truist Financial
North Carolina
$94.2M
3
CAM
Congress Asset Management
Massachusetts
$21M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$34.4M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$352M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
26
CIBC Private Wealth Group
Georgia
$90.3M -$7.15M -51,525 -7%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$87.8M -$4.66M -33,598 -5%
Mariner
28
Mariner
Kansas
$87.7M +$1.94M +14,019 +2%
SI
29
Stephens Inc
Arkansas
$75.2M +$1.48M +10,656 +2%
SGAM
30
Stephens Group Asset Management
Arkansas
$73.3M +$2.75M +19,822 +4%
AFI
31
American Family Investments
Wisconsin
$72.6M -$8.04M -58,000 -10%
EH
32
Equitable Holdings
New York
$70.7M +$224K +1,613 +0.3%
ZBNA
33
Zions Bancorporation, National Association
Utah
$68.8M -$1.12M -8,047 -2%
Focus Partners Wealth
34
Focus Partners Wealth
Massachusetts
$59.8M -$1.14M -8,195 -2%
RA
35
Rodgers & Associates
Pennsylvania
$58.4M +$107K +772 +0.2%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$58.2M -$54.1K -390 -0.1%
Goldman Sachs
37
Goldman Sachs
New York
$56.6M -$1.84M -13,257 -3%
JIC
38
Johnson Investment Counsel
Ohio
$56.1M -$2.14M -15,431 -4%
GI
39
GLOBALT Investments
Georgia
$54.4M -$5.03M -36,250 -8%
Creative Planning
40
Creative Planning
Kansas
$54.1M +$1M +7,237 +2%
WFAG
41
Wescott Financial Advisory Group
Pennsylvania
$48.3M -$1.76M -12,690 -4%
IIC
42
Integrated Investment Consultants
Michigan
$46.3M -$8.13M -58,626 -15%
ANTB
43
AMG National Trust Bank
Colorado
$45.8M +$521K +3,757 +1%
M&T Bank
44
M&T Bank
New York
$44.2M -$1.38M -9,966 -3%
TI
45
Truepoint Inc
Ohio
$40M +$5.38M +38,765 +16%
CMA
46
Cedar Mountain Advisors
Oregon
$39.2M -$58K -418 -0.1%
Comerica Bank
47
Comerica Bank
Texas
$38.1M -$1.05M -7,602 -3%
WANY
48
Wealthspire Advisors (New York)
New York
$37.8M -$941K -6,788 -2%
Barclays
49
Barclays
United Kingdom
$37.7M +$35.5M +255,640 +1,580%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$37M +$10.7M +77,074 +41%
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