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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 %
PL
501
Plancorp LLC
Missouri
$944K +$284K +2,047 +43%
HTC
502
Haverford Trust Company
Pennsylvania
$933K – – –
BBA
503
BLB&B Advisors
Pennsylvania
$922K -$143K -1,031 -13%
CTC
504
Central Trust Company
Missouri
$922K -$555 -4 -0.1%
GSIAS
505
Garden State Investment Advisory Services
New Jersey
$919K -$6.8K -49 -0.7%
CWM
506
Cahaba Wealth Management
Georgia
$919K +$416 +3 +0%
BPC
507
Bearing Point Capital
Minnesota
$917K -$23.6K -170 -3%
LBC
508
Lowe Brockenbrough & Co
Virginia
$913K -$143K -1,032 -14%
PGAM
509
Princeton Global Asset Management
New Jersey
$910K – – –
SFPG
510
Stonebridge Financial Planning Group
Florida
$903K -$7.21K -52 -0.8%
CAL
511
Capital Analysts LLC
Pennsylvania
$902K -$1.44M -10,411 -62%
RRA
512
Round Rock Advisors
Connecticut
$900K +$5.69K +41 +0.6%
SEIA
513
Signature Estate & Investment Advisors
California
$897K +$3.61K +26 +0.4%
IA
514
Integrity Alliance
Iowa
$893K -$242K -1,747 -21%
SC
515
SouthState Corp
Florida
$891K -$6.1K -44 -0.7%
AI
516
Atria Investments
North Carolina
$882K +$91K +656 +11%
CFG
517
Citizens Financial Group
Rhode Island
$882K +$371K +2,673 +72%
LB
518
Legacy Bridge
Iowa
$875K -$69.3K -500 -7%
AP
519
Appleton Partners
Massachusetts
$863K – – –
AAS
520
Annex Advisory Services
Wisconsin
$862K +$314K +2,263 +57%
FA
521
Financial Alternatives
California
$851K – – –
RCM
522
Richardson Capital Management
Wisconsin
$851K -$139 -1 -0%
WWP
523
Wise Wealth Partners
Arizona
$850K +$263K +1,897 +45%
NAS
524
Nicolet Advisory Services
Wisconsin
$849K -$279K -2,008 -25%
FUBT
525
First United Bank & Trust
Maryland
$847K -$36.8K -265 -4%
19 20
21
22 23