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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 %
AC
901
Avestar Capital
New York
$227K -$336K -2,424 -60%
RSS
902
Rosenblum Silverman Sutton
California
$227K +$227K +1,635 New
RhumbLine Advisers
903
RhumbLine Advisers
Massachusetts
$224K -$218K -1,569 -49%
DSC
904
Duncker Streett & Co
Missouri
$223K +$3.61K +26 +2%
LJAC
905
L.J. Altfest & Co
New York
$222K +$222K +1,604 New
LWANC
906
Laurel Wealth Advisors (North Carolina)
North Carolina
$222K +$220K +30,565 +13,768%
BCM
907
Buckhead Capital Management
Georgia
$222K +$222K +1,600 New
MWM
908
Mascagni Wealth Management
Mississippi
$221K +$221K +1,594 New
SB
909
Strategic Blueprint
Georgia
$221K +$221K +1,594 New
AG
910
Ascent Group
Virginia
$221K +$221K +1,593 New
AIM
911
Athena Investment Management
California
$221K +$221K +1,590 New
AIA
912
Accelerate Investment Advisors
California
$220K +$220K +1,588 New
HH
913
Hilltop Holdings
Texas
$220K -$2.73M -19,716 -93%
SCM
914
SCS Capital Management
Massachusetts
$219K -$25.7K -185 -10%
CCA
915
Carrera Capital Advisors
Michigan
$219K +$219K +1,579 New
BBW
916
Blue Barn Wealth
Utah
$218K +$218K +1,572 New
UW
917
Unique Wealth
Florida
$217K +$217K +1,566 New
CMI
918
Clare Market Investments
Texas
$217K +$217K +1,561 New
BDFN
919
Bond & Devick Financial Network
Minnesota
$216K +$216K +1,560 New
TCOTS
920
Trust Company of the South
North Carolina
$216K +$216K +1,559 New
CWS
921
Cypress Wealth Services
California
$216K +$216K +1,558 New
SFP
922
Shepherd Financial Partners
Massachusetts
$215K +$215K +1,547 New
LG
923
LaFleur & Godfrey
Michigan
$214K +$214K +1,542 New
SHWM
924
Smith & Howard Wealth Management
Georgia
$212K +$212K +1,529 New
ZIM
925
Zacks Investment Management
Illinois
$211K +$211K +1,524 New
35 36
37
38 39