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iShares Russell Mid-Cap Growth ETF
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Overview Fund Activity

1,070 hedge funds and large institutions have $12.4B invested in iShares Russell Mid-Cap Growth ETF in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 334 increasing their positions, 377 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,070
Holders Change
-51
Holders Change %
-4.55%
% of All Funds
14.54%
Holding in Top 10
44
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.6%
New
63
Increased
334
Reduced
377
Closed
86
Calls
$15.5M
Puts
$10.9M
Net Calls
+$4.63M
Net Calls Change
-$4.41M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$995M
2
PLFA
Pacific Life Fund Advisors
California
$89.3M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$65.1M
4
Truist Financial
Truist Financial
North Carolina
$148M
5
Osaic Holdings
Osaic Holdings
Arizona
$114M

Top Sellers

1
AIA
Angeles Investment Advisors
California
$0
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$328M
3
GI
GLOBALT Investments
Georgia
$50.3M
4
Barclays
Barclays
United Kingdom
$1.9M
5
SW
SVB Wealth
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
76
Lido Advisors
California
$21.2M +$2.03M +17,259 +11%
AWM
77
AE Wealth Management
Kansas
$21.1M -$2.6M -22,125 -11%
AAP
78
Arax Advisory Partners
Colorado
$20.2M -$579K -4,931 -3%
HFS
79
Hantz Financial Services
Michigan
$20M +$1.01M +8,636 +5%
MML Investors Services
80
MML Investors Services
Massachusetts
$20M -$10.1K -86 -0.1%
SL
81
Systelligence LLC
Minnesota
$19.7M +$19.7M +167,725 New
SPIA
82
Steward Partners Investment Advisory
New York
$19.3M -$1.01M -8,569 -5%
BF
83
BOK Financial
Oklahoma
$19.2M +$3.47M +29,532 +22%
Northern Trust
84
Northern Trust
Illinois
$18.2M -$647K -5,506 -3%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$17.7M +$98.1K +835 +0.6%
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$17.7M -$375K -3,188 -2%
WA
87
Waverly Advisors
Alabama
$17.2M -$225K -1,917 -1%
APP
88
Avantax Planning Partners
Iowa
$17M +$8.1M +68,905 +91%
BCIM
89
Bishop & Co Investment Management
Pennsylvania
$17M -$1.04M -8,858 -6%
SF
90
Synovus Financial
Georgia
$16M -$897K -7,636 -5%
Stifel Financial
91
Stifel Financial
Missouri
$16M +$833K +7,086 +5%
LFWA
92
LBJ Family Wealth Advisors
Texas
$16M -$97.8K -832 -0.6%
BA
93
Bellwether Advisors
Nebraska
$15.8M +$15.7M +133,970 +24,226%
FWM
94
FSA Wealth Management
Massachusetts
$15.8M -$230K -1,955 -1%
KPWS
95
Kestra Private Wealth Services
Texas
$15.5M +$90.2K +768 +0.6%
PAG
96
Private Advisor Group
New Jersey
$15.5M -$6.58K -56 -0%
HCA
97
Heck Capital Advisors
Wisconsin
$15.5M +$103K +877 +0.7%
FWP
98
Falcon Wealth Planning
California
$15.3M -$3.26M -27,766 -18%
FPGK
99
Financial Partners Group (Kansas)
Kansas
$15M +$12.6M +106,985 +519%
MCM
100
MAI Capital Management
Ohio
$14.5M -$21.7K -185 -0.2%
2 3
4
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