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iShares Russell Mid-Cap Growth ETF

1,160 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: 1,1641,160 (-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
1,160
Holders Change
-4
Holders Change %
-0.34%
% of All Funds
15.23%
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
RSWM
251
Robertson Stephens Wealth Management
California
$3.92M
JWM
252
JPL Wealth Management
Colorado
$3.91M -$67.3K -476 -2%
HNB
253
Huntington National Bank
Ohio
$3.87M
ATPW
254
Ashton Thomas Private Wealth
Arizona
$3.87M +$1.85M +13,060 +93%
TVAMP
255
Tennessee Valley Asset Management Partners
Tennessee
$3.87M +$3.84M +27,154 New
Vanguard Group
256
Vanguard Group
Pennsylvania
$3.74M +$32.2K +228 +0.9%
TWM
257
Tolleson Wealth Management
Texas
$3.73M
WB
258
WesBanco Bank
West Virginia
$3.72M +$2.83K +20 +0.1%
AWM
259
Avior Wealth Management
Nebraska
$3.68M +$50K +354 +1%
PWM
260
Prosperity Wealth Management
California
$3.64M +$658K +4,654 +22%
BCM
261
Becker Capital Management
Oregon
$3.59M +$141 +1 +0%
CL
262
Choreo LLC
Illinois
$3.58M -$68.8K -487 -2%
ES
263
Eagle Strategies
New York
$3.57M -$56.1K -397 -2%
EFS
264
Essex Financial Services
Connecticut
$3.56M +$184K +1,305 +6%
SI
265
Saxon Interests
Texas
$3.54M +$2.75M +19,491 +368%
UCFA
266
United Capital Financial Advisors
Texas
$3.54M -$51.4K -364 -1%
BlackRock
267
BlackRock
New York
$3.52M -$345K -2,444 -9%
IPW
268
Intergy Private Wealth
Colorado
$3.51M +$149K +1,052 +4%
TFS
269
Thoroughbred Financial Services
Tennessee
$3.42M +$247K +1,747 +8%
GT
270
Glenview Trust
Kentucky
$3.39M
IFPG
271
Intrepid Financial Planning Group
Indiana
$3.39M +$56.5K +400 +2%
EW
272
Element Wealth
Mississippi
$3.37M -$277K -1,959 -8%
MCA
273
MSH Capital Advisors
Arizona
$3.32M
PA
274
Pinnacle Associates
New York
$3.24M
BWA
275
Beam Wealth Advisors
Louisiana
$3.23M -$19.4K -137 -0.6%