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iShares Russell Mid-Cap Growth ETF

1,159 hedge funds and large institutions have $16B invested in iShares Russell Mid-Cap Growth ETF in 2025 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 357 increasing their positions, 368 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 59

12.78% more ownership

Funds ownership: 64.52%77.3% (+13%)

12% more capital invested

Capital invested by funds: $14.3B → $16B (+$1.74B)

0% less funds holding

Funds holding: 1,1631,159 (-4)

3% less repeat investments, than reductions

Existing positions increased: 357 | Existing positions reduced: 368

6% less funds holding in top 10

Funds holding in top 10: 5148 (-3)

38% less call options, than puts

Call options by funds: $23.8M | Put options by funds: $38.1M

Holders
1,159
Holders Change
-4
Holders Change %
-0.34%
% of All Funds
15.22%
Holding in Top 10
48
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.88%
% of All Funds
0.63%
New
74
Increased
357
Reduced
368
Closed
59
Calls
$23.8M
Puts
$38.1M
Net Calls
-$14.3M
Net Calls Change
+$5.58M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
226
HMS Capital Management
Tennessee
$4.56M +$38.3K +271 +0.9%
WFS
227
Widmann Financial Services
Maryland
$4.55M +$109K +768 +2%
LA
228
LWM Advisors
California
$4.54M -$52.9K -374 -1%
PWCM
229
Processus Wealth & Capital Management
Tennessee
$4.48M +$889K +6,291 +25%
VCM
230
Vision Capital Management
Oregon
$4.38M
EAM
231
Eukles Asset Management
Ohio
$4.37M -$17.9K -127 -0.4%
KWM
232
Kingsview Wealth Management
Oregon
$4.36M +$2.13M +15,070 +97%
HA
233
Hofer & Associates
California
$4.32M +$23.3K +165 +0.5%
AWMNH
234
Arcadia Wealth Management (New Hampshire)
New Hampshire
$4.29M -$418K -2,958 -9%
MCWS
235
McKinley Carter Wealth Services
West Virginia
$4.27M -$314K -2,221 -7%
UWM
236
USAdvisors Wealth Management
Minnesota
$4.27M +$252K +1,780 +6%
LFAS
237
Level Four Advisory Services
Texas
$4.23M +$3.66M +25,869 +676%
MCM
238
MV Capital Management
Maryland
$4.2M -$4.95K -35 -0.1%
Financial Engines Advisors
239
Financial Engines Advisors
California
$4.17M -$63.9K -452 -2%
QCM
240
Quantinno Capital Management
New York
$4.16M +$957K +6,772 +30%
PFS
241
Prospera Financial Services
Texas
$4.1M -$81.3K -575 -2%
BRWA
242
B. Riley Wealth Advisors
Florida
$4.1M -$590K -4,176 -13%
MC
243
Mathes Company
New York
$4.07M
CAC
244
Certified Advisory Corp
Florida
$4.07M +$234K +1,658 +6%
HPC
245
HM Payson & Co
Maine
$4.06M -$36.9K -261 -0.9%
LI
246
LifeWealth Investments
Florida
$4.05M -$3.09M -21,855 -43%
ATI
247
ARK & TLK Investments
Oklahoma
$4.02M
CCB
248
Country Club Bank
Missouri
$4.01M -$53K -375 -1%
IC
249
Innealta Capital
Texas
$3.96M +$1.75M +12,382 +80%
ICM
250
IMS Capital Management
Oregon
$3.94M -$693K -4,907 -15%