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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 %
RFC
201
Regions Financial Corp
Alabama
$5.29M +$1.33M +9,623 +34%
BMWS
202
Brady Martz Wealth Solutions
North Dakota
$5.29M -$297K -2,141 -5%
Brown Advisory
203
Brown Advisory
Maryland
$5.29M +$565K +4,074 +12%
Kayne Anderson Rudnick Investment Management
204
Kayne Anderson Rudnick Investment Management
California
$5.27M -$1.66M -11,990 -24%
SC
205
Saiph Capital
New Jersey
$5.22M +$362K +2,610 +7%
MWM
206
Meridian Wealth Management
Kentucky
$5.18M +$592K +4,266 +13%
APW
207
Acima Private Wealth
Virginia
$5.15M – – –
GVAG
208
Great Valley Advisor Group
Delaware
$5.12M -$4.3K -31 -0.1%
CCM
209
Coldstream Capital Management
Washington
$5.11M -$20.1K -145 -0.4%
TPCW
210
TD Private Client Wealth
New York
$5.1M -$773K -5,575 -13%
BB
211
Berkshire Bank
Massachusetts
$5.03M -$166K -1,198 -3%
HI
212
Harbour Investments
Wisconsin
$5.01M +$173K +1,246 +4%
JFGIW
213
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.96M +$364K +2,622 +8%
FCP
214
Fidelis Capital Partners
Florida
$4.95M +$49.7K +352 +1%
BMCM
215
Burns Matteson Capital Management
New York
$4.88M -$1.17M -8,442 -19%
SC
216
Savant Capital
Illinois
$4.86M -$65.3K -471 -1%
SPC
217
Sigma Planning Corp
Michigan
$4.84M +$82.4K +594 +2%
HIA
218
Harbor Investment Advisory
Maryland
$4.77M +$2.21M +15,905 +86%
WAM
219
Weinberger Asset Management
California
$4.68M +$102K +739 +2%
AB
220
Atlas Brown
Kentucky
$4.67M -$6.38K -46 -0.1%
CC
221
Courier Capital
New York
$4.67M -$26.9K -194 -0.6%
AWMNH
222
Arcadia Wealth Management (New Hampshire)
New Hampshire
$4.59M -$85.6K -617 -2%
BRWA
223
B. Riley Wealth Advisors
Florida
$4.57M +$4.57M +32,933 New
SWA
224
SOA Wealth Advisors
New York
$4.56M +$4.36M +31,466 +2,235%
ICM
225
IMS Capital Management
Oregon
$4.52M -$18.2K -131 -0.4%
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