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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 %
KFP
151
KMG Fiduciary Partners
Ohio
$8.82M +$314K +2,263 +4%
P
152
&Partners
Tennessee
$8.77M +$3.05M +21,980 +53%
SYBT
153
Stock Yards Bank & Trust
Kentucky
$8.55M – – –
CGA
154
Crescent Grove Advisors
Illinois
$8.51M +$1.11K +8 +0%
PCM
155
Piedmont Capital Management
Montana
$8.47M -$138K -992 -2%
GIA
156
Gladstone Institutional Advisory
Florida
$8.28M -$457K -3,294 -5%
GIA
157
GHP Investment Advisors
Colorado
$8.23M -$61.9K -446 -0.7%
CCM
158
Condor Capital Management
New Jersey
$8.21M +$18.3K +132 +0.2%
Cerity Partners
159
Cerity Partners
New York
$8.15M -$68.1K -491 -0.8%
SFS
160
Sowell Financial Services
Arkansas
$8.14M -$1.23M -8,836 -13%
SCP
161
Stevens Capital Partners
Nebraska
$7.99M +$1.03M +7,297 +15%
CHAM
162
Clear Harbor Asset Management
Connecticut
$7.89M +$194K +1,396 +3%
FCH
163
Freestone Capital Holdings
Washington
$7.64M -$83.2K -600 -1%
Mercer Global Advisors
164
Mercer Global Advisors
Colorado
$7.63M -$875K -6,310 -10%
PIA
165
Powell Investment Advisors
Florida
$7.5M +$257K +1,856 +4%
CG
166
Corundum Group
Colorado
$7.49M – – –
SWP
167
Stratos Wealth Partners
Ohio
$7.49M +$145K +1,046 +2%
PCG
168
Prosperity Consulting Group
Maryland
$7.47M +$233K +1,678 +3%
CA
169
Clearstead Advisors
Ohio
$7.39M -$115K -831 -2%
NL
170
Nuveen LLC
North Carolina
$7.38M -$18.5M -133,248 -71%
MWM
171
Modera Wealth Management
New Jersey
$7.33M -$9.71K -70 -0.1%
MCM
172
Monument Capital Management
Virginia
$7.21M +$45.8K +330 +0.6%
MI
173
Moneywise Inc
Virginia
$7.2M +$7.2M +51,908 New
TAM
174
Tocqueville Asset Management
New York
$7.12M -$90.8K -655 -1%
PGFC
175
Peapack-Gladstone Financial Corp
New Jersey
$6.96M +$1.02M +7,376 +17%
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