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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 %
TCM
776
Towercrest Capital Management
Pennsylvania
$327K – – –
Lazard Asset Management
777
Lazard Asset Management
New York
$327K – – –
SWM
778
SeaCrest Wealth Management
New York
$327K – – –
LI
779
LRI Investments
Florida
$326K – – –
SHF
780
Stage Harbor Financial
Massachusetts
$325K – – –
USCWA
781
U.S. Capital Wealth Advisors
Texas
$323K +$323K +2,332 New
PSF
782
Pacific Sun Financial
California
$323K +$8.18K +59 +3%
ICMM
783
Integrated Capital Management (Michigan)
Michigan
$322K +$322K +2,303 New
WP
784
WealthShield Partners
North Carolina
$322K – – –
KCM
785
Kendall Capital Management
Maryland
$321K – – –
JWCA
786
J.W. Coons Advisors
Ohio
$321K +$139 +1 +0%
BCG
787
Breakwater Capital Group
New Jersey
$318K +$4.85K +35 +2%
1CP
788
17 Capital Partners
Arizona
$317K – – –
TCOT
789
Trust Company of Toledo
Ohio
$316K +$316K +2,280 New
ECA
790
Elevated Capital Advisors
Utah
$316K – – –
OWM
791
Orgel Wealth Management
Wisconsin
$315K -$11.5K -83 -4%
FAIM
792
Financial Advocates Investment Management
Washington
$315K -$158K -1,139 -33%
PG
793
Patten Group
Tennessee
$314K -$42.3K -305 -12%
APG
794
Abacus Planning Group
South Carolina
$313K – – –
GM
795
GeoWealth Management
Illinois
$313K -$16.6K -120 -5%
MCM
796
Monarch Capital Management
Indiana
$313K – – –
Luther King Capital Management (LKCM)
797
Luther King Capital Management (LKCM)
Texas
$312K -$293K – –
MMG
798
Monetary Management Group
Missouri
$312K – – –
Legal & General Group
799
Legal & General Group
United Kingdom
$312K -$659K -4,750 -68%
GBT
800
Grove Bank & Trust
Florida
$311K – – –
30 31
32
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