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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
+$139M
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
+$64.7M
5
Osaic Holdings
Osaic Holdings
Arizona
+$62.5M

Top Sellers

1
AIA
Angeles Investment Advisors
California
-$80.1M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$64.4M
3
GI
GLOBALT Investments
Georgia
-$47.3M
4
Barclays
Barclays
United Kingdom
-$29.9M
5
SW
SVB Wealth
Massachusetts
-$25.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
1126
Athena Investment Management
California
– -$206K -1,624 Closed
AG
1127
Ascent Group
Virginia
– -$205K -1,615 Closed
SAM
1128
Secure Asset Management
Michigan
– -$204K -1,613 Closed
TCG
1129
Transcendent Capital Group
Oklahoma
– -$201K -1,588 Closed
FWM
1130
Foguth Wealth Management
Michigan
– -$210K -1,549 Closed
VWM
1131
Venturi Wealth Management
Texas
– -$170K -1,344 Closed
FIA
1132
FPC Investment Advisory
California
– -$174K -1,295 Closed
CBT
1133
CoreFirst Bank & Trust
Kansas
– -$139K -1,096 Closed
DP
1134
Denver PWM
Colorado
– -$133K -1,049 Closed
FWM
1135
FLP Wealth Management
Arkansas
– -$124K -980 Closed
MCM
1136
MidAtlantic Capital Management
Virginia
– -$116K -912 Closed
PA
1137
PSI Advisors
Florida
– -$106K -841 Closed
LDB
1138
Lee, Danner & Bass
Tennessee
– -$96.1K -758 Closed
MC
1139
Montag & Caldwell
Georgia
– -$85.6K -675 Closed
JGIA
1140
Jackson Grant Investment Advisers
Connecticut
– -$84.7K -668 Closed
EBA
1141
Eagle Bay Advisors
New York
– -$49.7K -392 Closed
TPW
1142
Talon Private Wealth
Florida
– -$30.2K -238 Closed
RP
1143
Rice Partnership
Hawaii
– -$22.1K -174 Closed
KBFS
1144
Kohmann Bosshard Financial Services
Ohio
– -$14.6K -115 Closed
CMBA
1145
C.M. Bidwell & Associates
Hawaii
– -$11.5K -91 Closed
BFP
1146
Briaud Financial Planning
Texas
– -$8K -68 Closed
SC
1147
Swan Capital
Florida
– -$7.73K -61 Closed
RWS
1148
Retirement Wealth Solutions
Wisconsin
– -$7.62K -60 Closed
PCWA
1149
Pacific Capital Wealth Advisors
California
– -$7.35K -58 Closed
SAM
1150
Synergy Asset Management
Washington
– -$6.45K -55 Closed
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