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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 %
LWM
676
LJI Wealth Management
Indiana
$450K +$146K +1,055 +48%
SC
677
Steph & Co
Wisconsin
$448K – – –
LWM
678
LongView Wealth Management
Georgia
$447K +$44.7K +322 +11%
CTWM
679
Cherry Tree Wealth Management
Minnesota
$446K – – –
NWM
680
Nova Wealth Management
Florida
$446K +$318K +2,295 +250%
ONST
681
Old North State Trust
North Carolina
$443K – – –
CF
682
Centaurus Financial
California
$442K +$126K +910 +40%
FIA
683
Foundations Investment Advisors
Arizona
$441K -$767K -5,529 -63%
TNA
684
True North Advisors
Texas
$441K – – –
FA
685
Flagstar Advisors
New York
$439K -$150K -1,082 -25%
ARG
686
Advisory Resource Group
Oklahoma
$437K -$5.55K -40 -1%
BCM
687
Bourgeon Capital Management
Connecticut
$437K – – –
FL
688
FreeGulliver LLC
Louisiana
$436K +$416 +3 +0.1%
CIM
689
Cambria Investment Management
California
$436K +$436K +3,144 New
EF
690
Empowered Funds
Pennsylvania
$436K +$436K +3,144 New
MOS
691
MGO One Seven
Ohio
$435K -$6.52K -47 -1%
SW
692
SkyOak Wealth
Michigan
$435K – – –
NAS
693
NWF Advisory Services
California
$434K -$46K -332 -10%
WFM
694
Wolff Financial Management
Michigan
$432K +$416 +3 +0.1%
CAL
695
Capital Advisors Ltd
Ohio
$431K – – –
WA
696
WealthTrust Axiom
Pennsylvania
$431K – – –
SCTC
697
Sanibel Captiva Trust Company
Florida
$430K -$9.71K -70 -2%
STA
698
Summit Trail Advisors
New York
$429K +$429K +3,097 New
ARC
699
Advisor Resource Council
Texas
$429K -$1.89M -13,631 -82%
JSW
700
Journey Strategic Wealth
New Jersey
$428K -$60.7K -438 -12%
26 27
28
29 30