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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
$995M
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
$148M
5
Osaic Holdings
Osaic Holdings
Arizona
$114M

Top Sellers

1
AIA
Angeles Investment Advisors
California
$0
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$328M
3
GI
GLOBALT Investments
Georgia
$50.3M
4
Barclays
Barclays
United Kingdom
$1.9M
5
SW
SVB Wealth
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CGA
151
Crescent Grove Advisors
Illinois
$7.21M -$10.8K -92 -0.1%
KFP
152
KMG Fiduciary Partners
Ohio
$7.21M +$436K +3,714 +6%
Mercer Global Advisors
153
Mercer Global Advisors
Colorado
$7.2M +$1.55M +13,194 +27%
PF
154
Phoenix Financial
Israel
$7.09M -$2.51M -21,401 -26%
GIA
155
GHP Investment Advisors
Colorado
$7.03M -$102K -871 -1%
AssetMark Inc
156
AssetMark Inc
California
$6.97M -$3.45M -29,348 -33%
Cerity Partners
157
Cerity Partners
New York
$6.96M +$410K +3,489 +6%
CCM
158
Condor Capital Management
New Jersey
$6.94M +$140K +1,194 +2%
QC
159
Quadrature Capital
United Kingdom
$6.87M +$2.96M +25,182 +76%
PFA
160
Petra Financial Advisors
Colorado
$6.64M -$96.7K -823 -1%
CWM
161
Congress Wealth Management
Massachusetts
$6.58M -$9.19M -77,937 -58%
VW
162
Vance Wealth
California
$6.57M +$251K +2,134 +4%
FCH
163
Freestone Capital Holdings
Washington
$6.54M -$1.21M -10,335 -16%
CHAM
164
Clear Harbor Asset Management
Connecticut
$6.52M +$705K +6,001 +12%
PCM
165
Piedmont Capital Management
Montana
$6.48M +$297K +2,842 +5%
CA
166
Clearstead Advisors
Ohio
$6.35M -$27.1K -231 -0.4%
CG
167
Corundum Group
Colorado
$6.35M -$142K -1,209 -2%
SWP
168
Stratos Wealth Partners
Ohio
$6.22M +$1.66M +14,120 +36%
MWM
169
Modera Wealth Management
New Jersey
$6.22M -$2.94K -25 -0%
PIA
170
Powell Investment Advisors
Florida
$6.14M +$294K +2,499 +5%
PCG
171
Prosperity Consulting Group
Maryland
$6.13M +$350K +2,976 +6%
FHA
172
First Horizon Advisors
Tennessee
$6.12M +$16K +136 +0.3%
TAM
173
Tocqueville Asset Management
New York
$6.11M -$389K -3,308 -6%
MCM
174
Monument Capital Management
Virginia
$6.07M +$6.07M +51,661 New
FPAS
175
Focus Partners Advisor Solutions
Missouri
$6.05M -$105K -896 -2%
5 6
7
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