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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 %
BI
626
Ballast Inc
Kentucky
$563K +$563K +4,060 New
IAN
627
Integrated Advisors Network
Texas
$561K – – –
TWP
628
Total Wealth Planning
Ohio
$561K -$62K -447 -10%
SRL
629
Scientech Research LLC
New Jersey
$560K +$560K +4,041 New
TSS
630
Two Sigma Securities
New York
$557K +$102K +739 +23%
KF
631
KKM Financial
Illinois
$555K -$12.6K -89 -2%
BWP
632
Baldwin Wealth Partners
Massachusetts
$555K – – –
HT
633
Headlands Technologies
Illinois
$552K +$525K +3,783 +1,930%
CCMG
634
Clark Capital Management Group
Pennsylvania
$543K -$407K -2,937 -43%
SFG
635
Snider Financial Group
Washington
$542K +$90.8K +655 +20%
CCM
636
Cohen Capital Management
California
$540K +$4.72K +34 +0.9%
TWM
637
Topsail Wealth Management
North Carolina
$538K -$6.93K -50 -1%
GWMIA
638
Global Wealth Management Investment Advisory
Florida
$533K -$82.5K -595 -13%
FF
639
Finley Financial
Nevada
$533K – – –
LFAS
640
Level Four Advisory Services
Texas
$530K +$15K +108 +3%
MC
641
Middleton & Co
Massachusetts
$530K – – –
VCP
642
Vista Capital Partners
Oregon
$529K +$209K +1,506 +65%
SA
643
Skyline Advisors
Washington
$528K +$139 +1 +0%
SCA
644
Sage Capital Advisors
South Dakota
$517K – – –
BWA
645
BlueChip Wealth Advisors
Georgia
$516K – – –
SWA
646
Stratos Wealth Advisors
Ohio
$512K -$48.3K -348 -9%
SCA
647
St. Clair Advisors
Ohio
$507K – – –
ClearBridge Investments
648
ClearBridge Investments
New York
$505K -$4.93M -35,520 -91%
LPAM
649
Lodestar Private Asset Management
California
$504K -$2.08K -15 -0.4%
UWPG
650
Ullmann Wealth Partners Group
Florida
$503K +$139 +1 +0%
24 25
26
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