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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 %
FMWA
101
Forvis Mazars Wealth Advisors
Missouri
$16.8M -$202K -1,460 -1%
FWP
102
Falcon Wealth Planning
California
$16.6M -$1.47M -10,631 -8%
Wealth Enhancement Advisory Services
103
Wealth Enhancement Advisory Services
Minnesota
$16.6M +$317K +2,261 +2%
JFG
104
JMG Financial Group
Illinois
$16.5M -$63.7K -459 -0.4%
Qube Research & Technologies (QRT)
105
Qube Research & Technologies (QRT)
United Kingdom
$16.1M +$2.96M +21,353 +23%
SFG
106
Stonebridge Financial Group
Pennsylvania
$15.6M +$2.98M +21,510 +24%
HIP
107
HUB Investment Partners
Texas
$15.3M +$1.25K +9 +0%
CRC
108
Curi RMB Capital
Illinois
$15.3M -$240K -1,730 -2%
BCWM
109
Bartlett & Co Wealth Management
Ohio
$15.3M -$178K -1,284 -1%
Pathstone Holdings
110
Pathstone Holdings
New Jersey
$14.8M +$5.82M +60,920 +65%
CM
111
Churchill Management
California
$14.6M -$267K -1,926 -2%
Wellington Management Group
112
Wellington Management Group
Massachusetts
$14.4M -$33.3M -239,964 -70%
CWM
113
Connecticut Wealth Management
Connecticut
$14M -$200K -1,445 -1%
UCMOK
114
United Capital Management of KS
Kansas
$14M +$122K +880 +0.9%
CWM
115
Congress Wealth Management
Massachusetts
$13.9M +$6.21M +44,773 +80%
SEM
116
Strategic Equity Management
Arizona
$13.9M +$13.9M +99,982 New
FFL
117
Future Fund LLC
Illinois
$13.7M +$13.7M +99,049 New
LWP
118
LMG Wealth Partners
Louisiana
$13.6M -$149K -1,077 -1%
FMII
119
Farmers & Merchants Investments Inc
Nebraska
$12.9M -$99.9K -720 -0.8%
NP
120
NorthRock Partners
Minnesota
$12.9M +$423K +3,051 +3%
SCM
121
Sterling Capital Management
North Carolina
$12.7M +$243K +1,751 +2%
NA
122
NewEdge Advisors
Louisiana
$12.6M +$3.8M +27,409 +43%
OAM
123
Occidental Asset Management
California
$12.6M -$178K -1,286 -1%
MCCA
124
Mill Creek Capital Advisors
Pennsylvania
$12.5M +$139 +1 +0%
AAS
125
Avantax Advisory Services
Texas
$12.4M +$338K +2,437 +3%
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5
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