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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 %
BCI
51
Brinker Capital Investments
Pennsylvania
$36.4M +$171K +1,230 +0.5%
BNP Paribas Financial Markets
52
BNP Paribas Financial Markets
France
$34.4M -$42.5M -306,562 -55%
HighTower Advisors
53
HighTower Advisors
Illinois
$33.4M +$433K +3,121 +1%
KF
54
Krilogy Financial
Missouri
$33.3M +$207K +1,490 +0.6%
MGIA
55
Moneta Group Investment Advisors
Missouri
$32.8M +$4.27M +30,783 +15%
BPWM
56
Badgley Phelps Wealth Managers
Washington
$32.6M +$371K +2,674 +1%
BOH
57
Bank of Hawaii
Hawaii
$32.5M +$4.88M +35,160 +18%
RFA
58
RTD Financial Advisors
Pennsylvania
$29.9M -$7.45M -53,702 -20%
Baird Financial Group
59
Baird Financial Group
Wisconsin
$29.6M -$1.49M -10,755 -5%
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$29.3M -$538K -3,876 -2%
Lido Advisors
61
Lido Advisors
California
$29M +$4.07M +29,349 +16%
OC
62
Oppenheimer & Co
New York
$28.7M +$695K +5,015 +2%
AI
63
Accredited Investors
Minnesota
$28.6M -$1.55M -11,176 -5%
JCM
64
Jacobi Capital Management
Pennsylvania
$28.6M +$28.6M +206,202 New
EWA
65
EP Wealth Advisors
California
$27.6M -$16.3M -117,663 -37%
GG
66
GenWealth Group
New Jersey
$26.7M +$26.7M +192,302 New
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$26.6M +$334K +2,410 +1%
KeyBank National Association
68
KeyBank National Association
Ohio
$26.4M -$356K -2,566 -1%
MML Investors Services
69
MML Investors Services
Massachusetts
$25.4M +$1.78M +12,848 +8%
SW
70
SVB Wealth
Massachusetts
$24.9M +$24.9M +179,397 New
HSBC Holdings
71
HSBC Holdings
United Kingdom
$24.5M -$449K -3,239 -2%
BF
72
BOK Financial
Oklahoma
$24.1M +$1.5M +10,790 +7%
HFS
73
Hantz Financial Services
Michigan
$23.4M -$227K -1,636 -1%
AWM
74
AE Wealth Management
Kansas
$23M -$1.93M -13,950 -8%
SPIA
75
Steward Partners Investment Advisory
New York
$22.2M -$589K -4,250 -3%
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