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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 %
FP
801
Financial Perspectives
Minnesota
$309K – – –
BW
802
BostonPremier Wealth
Massachusetts
$309K +$277 +2 +0.1%
EWA
803
Exencial Wealth Advisors
Oklahoma
$308K +$308K +2,225 New
DPI
804
Diversified Portfolios Inc
Michigan
$306K – – –
MP
805
McDonald Partners
Ohio
$305K – – –
SFS
806
Stiles Financial Services
Minnesota
$305K – – –
YWM
807
Yardley Wealth Management
Pennsylvania
$305K – – –
SJGA
808
Stephen J. Garry & Associates
New York
$303K – – –
RIM
809
Rockbridge Investment Management
New York
$301K – – –
AWMG
810
Alliance Wealth Management Group
New Jersey
$299K – – –
LAM
811
Lewis Asset Management
California
$298K +$298K +2,151 New
EWA
812
EverSource Wealth Advisors
Alabama
$298K -$1.81M -13,028 -86%
CIBC World Market
813
CIBC World Market
Ontario, Canada
$298K +$13.9K +100 +5%
IAIM
814
International Assets Investment Management
Florida
$297K +$42.2K +304 +17%
BWM
815
BlackDiamond Wealth Management
New York
$295K +$295K +2,144 New
DIP
816
DT Investment Partners
Pennsylvania
$295K – – –
EBSAM
817
Eubel Brady & Suttman Asset Management
Ohio
$294K – – –
BFW
818
Brady Family Wealth
Missouri
$293K – – –
AIA
819
Arbor Investment Advisors
North Carolina
$292K – – –
CAM
820
Cozad Asset Management
Illinois
$290K – – –
CHJWM
821
Carlton Hofferkamp & Jenks Wealth Management
Texas
$288K -$8.26K -58 -3%
GC
822
Garde Capital
Washington
$288K – – –
IA
823
Insight Advisors
Pennsylvania
$287K +$139 +1 +0%
KAS
824
KPP Advisory Services
Kentucky
$287K – – –
YIA
825
YHB Investment Advisors
Connecticut
$286K – – –
31 32
33
34 35