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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 %
CA
826
CGN Advisors
Kansas
$285K -$11.9K -86 -4%
FWMM
827
Foundation Wealth Management (Missouri)
Missouri
$285K – – –
SAI
828
Savvy Advisors Inc
New York
$281K -$254K -1,832 -47%
PGA
829
Portland Global Advisors
Maine
$281K – – –
GIM
830
Goelzer Investment Management
Indiana
$280K – – –
MHWM
831
Montz Harcus Wealth Management
Louisiana
$279K +$277 +2 +0.1%
SWP
832
Sagespring Wealth Partners
Tennessee
$279K – – –
FHA
833
Flagship Harbor Advisors
Massachusetts
$278K -$1.53K -11 -0.5%
IIC
834
Ironwood Investment Counsel
Arizona
$277K -$34.7K -250 -11%
T
835
Transce3nd
Texas
$272K +$2.91K +21 +1%
TC
836
TownSquare Capital
Utah
$269K -$1.19M -8,547 -81%
SC
837
Scotia Capital
Ontario, Canada
$269K – – –
OP
838
ORG Partners
Indiana
$267K -$12.3K -89 -4%
HCM
839
Hollencrest Capital Management
California
$267K +$15.9K +115 +6%
RPGK
840
Retirement Planning Group (Kansas)
Kansas
$266K -$139 -1 -0.1%
FTC
841
Farmers Trust Company
Ohio
$265K +$265K +1,914 New
TW
842
TritonPoint Wealth
Maryland
$263K -$971 -7 -0.4%
Fayez Sarofim & Co
843
Fayez Sarofim & Co
Texas
$263K – – –
NRI
844
NFP Retirement Inc
California
$262K – – –
GWMR
845
GC Wealth Management RIA
Massachusetts
$262K +$262K +1,890 New
EFA
846
Edge Financial Advisors
Illinois
$262K +$277 +2 +0.1%
CPRC
847
Consolidated Portfolio Review Corp
New York
$261K +$12.3K +89 +5%
DWP
848
Daymark Wealth Partners
Ohio
$261K -$31.6K -228 -11%
TFO
849
Timonier Family Office
North Carolina
$258K – – –
WTA
850
Washington Trust Advisors
Massachusetts
$258K +$14K +101 +6%
32 33
34
35 36