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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
$2.69B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$719M
3
Barclays
Barclays
United Kingdom
$37.7M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$187M
5
JCM
Jacobi Capital Management
Pennsylvania
$28.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$919M
2
Truist Financial
Truist Financial
North Carolina
$94.2M
3
CAM
Congress Asset Management
Massachusetts
$21M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$34.4M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$352M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSG
1151
Black Swift Group
Colorado
– -$22.2M -189,196 Closed
QC
1152
Quadrature Capital
United Kingdom
– -$6.87M -58,494 Closed
FCI
1153
Financial Counselors Inc
Kansas
– -$4.34M -36,936 Closed
CCA
1154
Cooper Capital Advisors
California
– -$4.04M -34,422 Closed
JFG
1155
Jefferies Financial Group
New York
– -$3.83M -32,574 Closed
TVAMP
1156
Tennessee Valley Asset Management Partners
Tennessee
– -$3.05M -25,981 Closed
GP
1157
Greenline Partners
New York
– -$1.37M -24,974 Closed
YIH
1158
Y-Intercept (HK)
Hong Kong
– -$2.85M -24,269 Closed
CSS
1159
Cubist Systematic Strategies
Connecticut
– -$2.12M -18,005 Closed
EE
1160
EWG Elevate
California
– -$1.61M -13,713 Closed
PD
1161
Planning Directions
Pennsylvania
– -$1.21M -10,301 Closed
EWM
1162
EPG Wealth Management
Georgia
– -$921K -7,839 Closed
LA
1163
Legacy Advisors
Pennsylvania
– -$506K -4,308 Closed
Westfield Capital Management
1164
Westfield Capital Management
Massachusetts
– -$460K -3,914 Closed
EWM
1165
Empirical Wealth Management
Washington
– -$429K -3,654 Closed
CWC
1166
Carolinas Wealth Consulting
North Carolina
– -$407K -3,466 Closed
CG
1167
Cynosure Group
Utah
– -$400K -3,402 Closed
RFWA
1168
RPg Family Wealth Advisory
Massachusetts
– -$357K -3,041 Closed
GPWM
1169
Grant Private Wealth Management
California
– -$347K -2,954 Closed
PWMAG
1170
Pinnacle Wealth Management Advisory Group
New Jersey
– -$250K -2,124 Closed
BFM
1171
Broadview Financial Management
Wisconsin
– -$246K -2,095 Closed
BFA
1172
Beacon Financial Advisory
Ohio
– -$244K -2,076 Closed
KWS
1173
Keystone Wealth Services
California
– -$227K -1,929 Closed
CFG
1174
Clayton Financial Group
Missouri
– -$227K -1,928 Closed
CFA
1175
Cahill Financial Advisors
Minnesota
– -$213K -1,814 Closed
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