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