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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 %
PLU
951
Performa Ltd (US)
South Carolina
$202K +$139 +1 +0.1%
LFA
952
Lauterbach Financial Advisors
Texas
$202K +$202K +1,456 New
TI
953
Trexquant Investment
Connecticut
$202K +$202K +1,454 New
BIA
954
Bigelow Investment Advisors
Maine
$201K +$201K +1,450 New
CAG
955
Csenge Advisory Group
Florida
$200K +$200K +1,508 New
WP
956
Wealthspan Partners
Iowa
$200K +$200K +1,444 New
AC
957
AlphaCore Capital
California
$199K +$27.9K +201 +16%
MA
958
Montag & Associates
Georgia
$193K – – –
GTAM
959
Global Trust Asset Management
Florida
$192K – – –
HBT
960
Hills Bank & Trust
Iowa
$192K – – –
GWSG
961
GPS Wealth Strategies Group
Colorado
$192K +$1.53K +11 +0.8%
MIA
962
Milestone Investment Advisors
Wisconsin
$183K -$13K -94 -7%
AIA
963
Arcadia Investment Advisors
Idaho
$171K – – –
NEWAS
964
N.E.W. Advisory Services
Wisconsin
$170K – – –
RAM
965
Ramirez Asset Management
New York
$166K -$27.7K -200 -14%
BFO
966
Biltmore Family Office
North Carolina
$166K +$14.4K +104 +9%
CFD
967
Creative Financial Designs
Indiana
$166K – – –
SS
968
Sunbelt Securities
Texas
$159K – – –
BFPW
969
BOK Financial Private Wealth
Colorado
$159K -$63.8K -460 -29%
TCA
970
Trifecta Capital Advisors
Illinois
$159K – – –
AEPWM
971
Atlantic Edge Private Wealth Management
Florida
$158K – – –
EB
972
Eastern Bank
Massachusetts
$158K +$6.38K +46 +4%
EDRH
973
Edmond de Rothschild Holding
Switzerland
$157K -$452K -3,261 -74%
LWCFA
974
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$156K – – –
CBT
975
CoreFirst Bank & Trust
Kansas
$152K +$152K +1,096 New
37 38
39
40 41