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iShares Russell Mid-Cap Growth ETF

1,169 hedge funds and large institutions have $14.3B invested in iShares Russell Mid-Cap Growth ETF in 2026 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 380 increasing their positions, 374 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $11.5M | Put options by funds: $5.46M

2% more repeat investments, than reductions

Existing positions increased: 380 | Existing positions reduced: 374

2.23% less ownership

Funds ownership: 78.56%76.33% (-2.2%)

5% less funds holding

Funds holding: 1,2261,169 (-57)

12% less capital invested

Capital invested by funds: $16.3B → $14.3B (-$1.97B)

18% less funds holding in top 10

Funds holding in top 10: 4436 (-8)

25% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 97

Holders
1,169
Holders Change
-57
Holders Change %
-4.65%
% of All Funds
14.4%
Holding in Top 10
36
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-18.18%
% of All Funds
0.44%
New
73
Increased
380
Reduced
374
Closed
97
Calls
$11.5M
Puts
$5.46M
Net Calls
+$6.05M
Net Calls Change
-$2.88M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$2.55B +$67.9M +502,141 +3%
Bank of America
2
Bank of America
North Carolina
$910M +$1.14M +8,461 +0.1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$740M -$31.8M -235,265 -4%
Wells Fargo
4
Wells Fargo
California
$658M -$22.1M -163,604 -3%
FCAS
5
First Command Advisory Services
Texas
$506M +$15.1M +111,821 +3%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$356M -$254M -1,880,400 -40%
UBS Group
7
UBS Group
Switzerland
$353M +$51.9M +383,464 +16%
LPL Financial
8
LPL Financial
California
$339M +$3.77M +27,857 +1%
Ameriprise
9
Ameriprise
Minnesota
$333M -$24.6M -181,713 -7%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$312M -$3.18M -23,473 -1%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$289M -$6.31M -46,664 -2%
CCWM
12
Cassaday & Co Wealth Management
Virginia
$280M +$5.64M +41,659 +2%
VIA
13
Vantagepoint Investment Advisers
District of Columbia
$270M +$15M +110,889 +6%
TCIIS
14
TIAA-CREF Individual & Institutional Services
New York
$253M +$267M +1,974,458 New
Envestnet Portfolio Solutions
15
Envestnet Portfolio Solutions
Illinois
$211M -$31.6M -233,495 -12%
CB
16
Commerce Bank
Missouri
$207M -$5.75M -42,519 -3%
US Bancorp
17
US Bancorp
Minnesota
$203M -$200K -1,479 -0.1%
FCBT
18
First Citizens Bank & Trust
North Carolina
$197M -$28.6M -211,541 -12%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$181M +$1.44M +10,636 +0.8%
CFB
20
Cullen/Frost Bankers
Texas
$163M -$22.5M -165,968 -12%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$151M -$369K -2,725 -0.2%
Osaic Holdings
22
Osaic Holdings
Arizona
$150M -$2.4M -17,725 -1%
Raymond James Financial
23
Raymond James Financial
Florida
$133M +$2.96M +21,872 +2%
FAC
24
Financial Advisory Corporation
Michigan
$100M +$4.11M +30,400 +4%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$96.8M -$16.5M -122,078 -14%