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iShares Russell Mid-Cap Growth ETF
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Overview Fund Activity

1,147 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, 370 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,147
Holders Change
+77
Holders Change %
+7.2%
% of All Funds
15.38%
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
370
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 %
HI
926
Hendershot Investments
Virginia
$211K +$211K +1,522 New
GKIM
927
GW&K Investment Management
Massachusetts
$211K – – –
AMM
928
American Money Management
California
$211K +$211K +1,519 New
LWL
929
Leo Wealth LLC
Texas
$211K +$211K +1,518 New
TM
930
TigerOak Management
New Mexico
$211K +$211K +1,518 New
PWM
931
PBMares Wealth Management
Virginia
$210K +$210K +1,515 New
FIBT
932
First International Bank & Trust
North Dakota
$210K -$394K -2,843 -65%
AWA
933
Alta Wealth Advisors
Massachusetts
$210K +$210K +1,511 New
EIA
934
Edgemoor Investment Advisors
Maryland
$209K +$209K +1,510 New
CAG
935
Centerpoint Advisory Group
Kansas
$208K +$208K +1,500 New
GBWM
936
Granite Bay Wealth Management
New Hampshire
$208K +$208K +1,500 New
TF
937
Theory Financial
Colorado
$207K +$207K +1,464 New
MAM
938
MMA Asset Management
Pennsylvania
$207K +$207K +1,492 New
DRP
939
Decker Retirement Planning
Utah
$207K -$21.5K -155 -9%
PSCM
940
Per Stirling Capital Management
Texas
$207K +$207K +1,489 New
EFL
941
ERn Financial LLC
Wisconsin
$206K +$206K +1,489 New
HA
942
Harfst & Associates
Wyoming
$205K +$205K +1,475 New
PL
943
Parthenon LLC
Kentucky
$204K +$204K +1,474 New
LFGO
944
Legacy Financial Group (Oklahoma)
Oklahoma
$204K +$204K +1,468 New
RIG
945
RiverFront Investment Group
Virginia
$204K +$204K +1,468 New
First Manhattan
946
First Manhattan
New York
$203K +$203K +1,463 New
SF
947
Symphony Financial
Texas
$203K +$203K +1,468 New
MWM
948
Modern Wealth Management
Kansas
$202K +$202K +1,458 New
CBA
949
Coastal Bridge Advisors
Connecticut
$202K +$202K +1,458 New
MWM
950
McNaughton Wealth Management
California
$202K +$202K +1,457 New
36 37
38
39 40