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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 %
OSAM
601
O'Shaughnessy Asset Management
Connecticut
$622K +$107K +769 +21%
SI
602
Saxon Interests
Texas
$622K – – –
FA
603
FDx Advisors
Illinois
$620K -$28.6K -206 -4%
BIG
604
Brooklyn Investment Group
New York
$615K +$615K +4,436 New
PPC
605
Park Place Capital
Alabama
$613K -$703K -5,105 -53%
FCAS
606
First Command Advisory Services
Texas
$612K +$39.9K +288 +7%
SIA
607
Stegner Investment Associates
Kentucky
$611K – – –
TRIA
608
Trail Ridge Investment Advisors
Colorado
$607K – – –
QCG
609
Quadrant Capital Group
Ohio
$598K +$144K +1,040 +32%
MFWP
610
Mosaic Family Wealth Partners
Missouri
$589K – – –
LCM
611
Liberty Capital Management
Michigan
$589K – – –
FSA
612
Financial Sense Advisors
California
$588K +$108K +779 +23%
TPWA
613
Twin Peaks Wealth Advisors
California
$587K +$3.23K +23 +0.6%
IWA
614
Icon Wealth Advisors
Texas
$582K +$139 +1 +0%
PWMG
615
Prestige Wealth Management Group
New Jersey
$578K – – –
FI
616
Financial Insights
Washington
$577K -$42.2K -304 -7%
CPSC
617
Carl P. Sherr & Co
Massachusetts
$577K -$26.6K -192 -4%
VDI
618
Vaughan David Investments
Illinois
$575K – – –
FWM
619
Fingerlakes Wealth Management
New York
$571K +$555 +4 +0.1%
BAM
620
Berkshire Asset Management
Pennsylvania
$570K – – –
HW
621
Hancock Whitney
Mississippi
$569K – – –
WRPWM
622
Werba Rubin Papier Wealth Management
California
$567K +$567K +4,090 New
SMC
623
Smith, Moore & Co
Missouri
$565K +$5.27K +38 +0.9%
WP
624
Westmount Partners
California
$565K – – –
JPLA
625
Joseph P. Lucia & Associates
New York
$563K +$70.7K +510 +14%
23 24
25
26 27