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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 %
UB
126
UMB Bank
Missouri
$12.4M -$1.2M -8,689 -9%
Kovitz Investment Group Partners
127
Kovitz Investment Group Partners
Illinois
$12M +$20.9K +151 +0.2%
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$11.9M -$574K -4,137 -5%
SCA
129
Southern Capital Advisors
Tennessee
$11.9M +$198K +1,425 +2%
CNBT
130
Canandaigua National Bank & Trust
New York
$11.6M +$488K +3,518 +4%
VA
131
VestGen Advisors
Illinois
$11.6M -$330K -2,376 -3%
HCA
132
Heck Capital Advisors
Wisconsin
$11.5M -$6.83M -49,242 -37%
XF
133
XML Financial
Maryland
$11.3M +$280K +2,016 +3%
ATC
134
Argent Trust Co
Tennessee
$11M +$27.6K +199 +0.3%
WIC
135
Whitegate Investment Counselors
New Hampshire
$10.9M -$10.3K -74 -0.1%
FCAM
136
First Citizens Asset Management
North Carolina
$10.8M -$1.53M -11,054 -12%
Susquehanna International Group
137
Susquehanna International Group
Pennsylvania
$10.7M +$4.56M +32,873 +74%
VOYA Investment Management
138
VOYA Investment Management
Georgia
$10.6M +$1.03M +7,424 +11%
FFA
139
First Foundation Advisors
California
$10.4M +$1.89M +13,645 +22%
WFA
140
WestHill Financial Advisors
California
$10.3M +$13.6K +98 +0.1%
IA
141
IFP Advisors
Florida
$9.88M +$285K +2,058 +3%
AssetMark Inc
142
AssetMark Inc
California
$9.82M +$1.6M +11,537 +19%
PFA
143
Petra Financial Advisors
Colorado
$9.79M +$1.95M +14,046 +25%
JWCA
144
J.W. Cole Advisors
Florida
$9.54M +$422K +3,043 +5%
Janney Montgomery Scott
145
Janney Montgomery Scott
Pennsylvania
$9.51M -$269K -1,937 -3%
FMC
146
First Merchants Corp
Indiana
$9.37M -$135K -975 -1%
SAM
147
Sequent Asset Management
Texas
$9.32M -$16.6K -120 -0.2%
SMF
148
Sterling Manor Financial
New York
$9.12M -$692K -4,991 -7%
PWAM
149
Private Wealth Asset Management
Iowa
$8.9M -$89.3K -644 -1%
PF
150
Phoenix Financial
Israel
$8.89M +$521K +3,757 +6%
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