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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 %
Morgan Stanley
1
Morgan Stanley
New York
$2.69B +$147M +1,061,234 +6%
Bank of America
2
Bank of America
North Carolina
$919M -$255M -1,841,383 -22%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$719M +$50.9M +370,317 +8%
Wells Fargo
4
Wells Fargo
California
$717M +$10.7M +77,245 +2%
TIAA Trust, National Association
5
TIAA Trust, National Association
North Carolina
$352M -$35.1M -252,833 -9%
Ameriprise
6
Ameriprise
Minnesota
$350M +$3.69M +26,620 +1%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$346M +$71.7K +517 +0%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$342M -$27.8M -200,748 -8%
LPL Financial
9
LPL Financial
California
$329M +$9.74M +70,252 +3%
UBS Group
10
UBS Group
Switzerland
$317M +$2.49M +17,979 +0.8%
CCWM
11
Cassaday & Co Wealth Management
Virginia
$293M -$771K -5,559 -0.3%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$276M +$8.48M +61,149 +3%
CB
13
Commerce Bank
Missouri
$239M -$7.09M -51,107 -3%
Envestnet Portfolio Solutions
14
Envestnet Portfolio Solutions
Illinois
$223M -$31.8M -229,507 -13%
US Bancorp
15
US Bancorp
Minnesota
$218M +$1.62M +11,655 +0.7%
FCBT
16
First Citizens Bank & Trust
North Carolina
$206M -$32.2M -231,986 -13%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$187M +$32.7M +236,001 +21%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$162M -$1.31M -9,424 -0.8%
CFB
19
Cullen/Frost Bankers
Texas
$133M +$18.1M +130,679 +16%
Osaic Holdings
20
Osaic Holdings
Arizona
$116M -$14.3M -106,361 -11%
Raymond James Financial
21
Raymond James Financial
Florida
$111M -$20.4M -146,899 -15%
PLFA
22
Pacific Life Fund Advisors
California
$106M +$377K +2,715 +0.4%
FAC
23
Financial Advisory Corporation
Michigan
$105M +$2.92M +21,072 +3%
Truist Financial
24
Truist Financial
North Carolina
$94.2M -$80.6M -580,886 -46%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$92.9M -$19.8M -142,462 -18%
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