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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 %
PCM
876
Parsons Capital Management
Rhode Island
$240K -$176K -1,268 -42%
MWM
877
Maridea Wealth Management
New York
$240K – – –
WPC
878
Wedmont Private Capital
Pennsylvania
$237K +$237K +1,700 New
SIA
879
Summit Investment Advisors
Maryland
$237K +$139 +1 +0.1%
EFG
880
Everhart Financial Group
Ohio
$236K +$236K +1,705 New
NFA
881
Northwest Financial Advisors
Virginia
$236K -$10.7K -77 -4%
MPCG
882
Matrix Private Capital Group
New York
$236K +$111K +804 +89%
SIAS
883
Summit Investment Advisory Services
Minnesota
$236K +$236K +1,702 New
OWMIAS
884
One Wealth Management Investment & Advisory Services
Florida
$235K +$235K +1,692 New
FFM
885
Forum Financial Management
Illinois
$235K +$235K +1,691 New
KCPT
886
Kingstone Capital Partners Texas
Texas
$234K -$37.5K -270 -14%
MAC
887
Mason & Associates (California)
California
$234K +$234K +1,685 New
HNWA
888
Henrickson Nauta Wealth Advisors
Michigan
$233K +$233K +1,683 New
CWA
889
Crux Wealth Advisors
California
$233K +$233K +1,681 New
IFWM
890
Institute for Wealth Management
Colorado
$233K +$233K +1,679 New
TPA
891
Trivium Point Advisory
Connecticut
$233K -$16.9K -122 -7%
AWP
892
Axis Wealth Partners
Rhode Island
$232K -$91.3K -658 -28%
AIM
893
Acropolis Investment Management
Missouri
$232K – – –
SIC
894
Salem Investment Counselors
North Carolina
$232K – – –
SVWG
895
Shared Vision Wealth Group
United States
$231K -$52.8K -373 -19%
EAM
896
Evanson Asset Management
California
$230K +$230K +1,662 New
TCPG
897
Trivant Custom Portfolio Group
California
$230K – – –
KHCM
898
Kirtland Hills Capital Management
Ohio
$230K +$230K +1,658 New
TFCP
899
Twin Focus Capital Partners
Massachusetts
$230K +$230K +1,655 New
OC
900
Oakworth Capital
Alabama
$228K -$6.93K -50 -3%
34 35
36
37 38