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iShares Russell Mid-Cap Growth ETF
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Overview Fund Activity

1,141 hedge funds and large institutions have $14.1B invested in iShares Russell Mid-Cap Growth ETF in 2025 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 327 increasing their positions, 369 reducing their positions, and 43 closing their positions.

Holders
1,141
Holders Change
+71
Holders Change %
+6.64%
% of All Funds
15.32%
Holding in Top 10
51
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+15.91%
% of All Funds
0.68%
New
138
Increased
327
Reduced
369
Closed
43
Calls
$21.6M
Puts
$22.9M
Net Calls
-$1.34M
Net Calls Change
-$5.96M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.69B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$719M
3
Barclays
3
Barclays
United Kingdom
$37.7M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$187M
5
JCM
5
Jacobi Capital Management
Pennsylvania
$28.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$919M
2
Truist Financial
2
Truist Financial
North Carolina
$94.2M
3
CAM
3
Congress Asset Management
Massachusetts
$21M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$34.4M
5
TIAA Trust, National Association
5
TIAA Trust, National Association
North Carolina
$352M
Name Market Value Shares Shares
Change 		Shares
Change %
FWP
101
Falcon Wealth Planning
California
$16.6M 119,818 -10,631 -8%
Wealth Enhancement Advisory Services
102
Wealth Enhancement Advisory Services
Minnesota
$16.6M 118,392 +2,261 +2%
JFG
103
JMG Financial Group
Illinois
$16.5M 119,265 -459 -0.4%
Qube Research & Technologies (QRT)
104
Qube Research & Technologies (QRT)
United Kingdom
$16.1M 116,038 +21,353 +23%
SFG
105
Stonebridge Financial Group
Pennsylvania
$15.6M 112,780 +21,510 +24%
HIP
106
HUB Investment Partners
Texas
$15.3M 110,630 +9 +0%
CRC
107
Curi RMB Capital
Illinois
$15.3M 110,183 -1,730 -2%
BCWM
108
Bartlett & Co Wealth Management
Ohio
$15.3M 110,121 -1,284 -1%
Pathstone Holdings
109
Pathstone Holdings
New Jersey
$14.8M 154,690 +60,920 +65%
CM
110
Churchill Management
California
$14.6M 105,151 -1,926 -2%
Wellington Management Group
111
Wellington Management Group
Massachusetts
$14.4M 103,956 -239,964 -70%
CWM
112
Connecticut Wealth Management
Connecticut
$14M 100,797 -1,445 -1%
UCMOK
113
United Capital Management of KS
Kansas
$14M 100,637 +880 +0.9%
CWM
114
Congress Wealth Management
Massachusetts
$13.9M 100,550 +44,773 +80%
SEM
115
Strategic Equity Management
Arizona
$13.9M 99,982 +99,982 New
FFL
116
Future Fund LLC
Illinois
$13.7M 99,049 +99,049 New
LWP
117
LMG Wealth Partners
Louisiana
$13.6M 98,403 -1,077 -1%
FMII
118
Farmers & Merchants Investments Inc
Nebraska
$12.9M 93,028 -720 -0.8%
NP
119
NorthRock Partners
Minnesota
$12.9M 92,991 +3,051 +3%
SCM
120
Sterling Capital Management
North Carolina
$12.7M 91,440 +1,751 +2%
NA
121
NewEdge Advisors
Louisiana
$12.6M 90,850 +27,409 +43%
OAM
122
Occidental Asset Management
California
$12.6M 90,526 -1,286 -1%
MCCA
123
Mill Creek Capital Advisors
Pennsylvania
$12.5M 90,083 +1 +0%
AAS
124
Avantax Advisory Services
Texas
$12.4M 89,685 +2,437 +3%
UB
125
UMB Bank
Missouri
$12.4M 89,683 -8,689 -9%
3 4
5
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