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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 %
Corient Private Wealth
76
Corient Private Wealth
Florida
$22.1M -$22.1M -158,973 -50%
Northern Trust
77
Northern Trust
Illinois
$21.9M +$419K +3,022 +2%
Natixis Advisors
78
Natixis Advisors
Massachusetts
$21.8M -$10.1M -73,119 -32%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$21.7M +$900K +6,493 +4%
WA
80
Waverly Advisors
Alabama
$21.6M +$1.35M +9,711 +7%
OCM
81
One Capital Management
California
$21.6M -$23.4M -168,917 -52%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$21.3M +$389K +2,807 +2%
CAM
83
Congress Asset Management
Massachusetts
$21M -$45.5M -328,097 -68%
BCIM
84
Bishop & Co Investment Management
Pennsylvania
$19.9M -$162K -1,166 -0.8%
MFIM
85
Mesirow Financial Investment Management
Illinois
$19.7M -$18.6M -134,002 -49%
SL
86
Systelligence LLC
Minnesota
$19.4M -$3.84M -27,663 -16%
Stifel Financial
87
Stifel Financial
Missouri
$19.2M +$304K +2,193 +2%
LFWA
88
LBJ Family Wealth Advisors
Texas
$18.9M +$45.6K +329 +0.2%
KPWS
89
Kestra Private Wealth Services
Texas
$18.8M +$441K +3,181 +2%
FPGK
90
Financial Partners Group (Kansas)
Kansas
$18.8M +$1.08M +7,802 +6%
SF
91
Synovus Financial
Georgia
$18.6M -$296K -2,134 -2%
PAG
92
Private Advisor Group
New Jersey
$18.6M +$235K +1,696 +1%
MCM
93
MAI Capital Management
Ohio
$18.6M +$1.49M +10,712 +9%
FWM
94
FSA Wealth Management
Massachusetts
$18.2M -$425K -3,067 -2%
MT
95
Midwest Trust
Kansas
$17.9M +$17.9M +129,155 New
WMWM
96
Whitaker-Myers Wealth Managers
Ohio
$17.8M +$1.65M +11,928 +10%
APP
97
Avantax Planning Partners
Iowa
$17.1M -$2.95M -21,236 -15%
KAS
98
Kestra Advisory Services
Texas
$17.1M +$446K +3,215 +3%
Bank of New York Mellon
99
Bank of New York Mellon
New York
$17.1M +$1.8M +12,991 +12%
MBTD
100
Mechanics Bank - Trust Department
California
$16.9M +$2.4M +17,341 +17%
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4
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