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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 75 funds opening new positions, 357 increasing their positions, 368 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 75 | 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: 1,1631,160 (-3)

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
-3
Holders Change %
-0.26%
% 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
75
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
GIM
276
Glenmede Investment Management
Pennsylvania
$3.21M -$98.5K -697 -3%
AWA
277
Arkadios Wealth Advisors
Georgia
$3.2M +$57.8K +409 +2%
MPPLM
278
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.19M -$45.8K -324 -1%
RWP
279
RWA Wealth Partners
Massachusetts
$3.17M +$294K +2,077 +10%
CICC
280
Capital Investment Counsel (Colorado)
Colorado
$3.15M +$147K +1,039 +5%
BFG
281
Bleakley Financial Group
New Jersey
$3.09M -$142K -1,005 -4%
LTL
282
Lowery Thomas LLC
California
$3.07M -$25.9K -183 -0.8%
BA
283
Ballew Advisors
Mississippi
$3.05M +$27.4K +194 +0.9%
EG
284
Ellerson Group
Maryland
$3.05M
BIA
285
Biondo Investment Advisors
Pennsylvania
$3.01M +$102K +725 +4%
RG
286
Rathbones Group
United Kingdom
$3.01M +$3.25K +23 +0.1%
VW
287
Veridan Wealth
Oregon
$3M +$2.98M +21,090 New
MA
288
Mutual Advisors
Nebraska
$2.93M -$127K -897 -4%
WMN
289
Wealth Management Nebraska
Nebraska
$2.91M -$213K -1,506 -7%
WIA
290
Wealthedge Investment Advisors
New York
$2.89M +$20.2K +143 +0.7%
IWC
291
Integrated Wealth Concepts
Massachusetts
$2.86M +$1.18M +8,341 +71%
ASN
292
Advisory Services Network
Georgia
$2.86M -$67.7K -479 -2%
SFA
293
Sequoia Financial Advisors
Ohio
$2.82M +$412K +2,916 +17%
BCM
294
Brookstone Capital Management
Illinois
$2.82M +$378K +2,672 +16%
GSEP
295
Golden State Equity Partners
California
$2.81M +$169K +1,199 +6%
MA
296
MCF Advisors
Kentucky
$2.8M -$5.93K -42 -0.2%
FFN
297
Focus Financial Network
Minnesota
$2.79M -$1.03M -7,291 -27%
AUB
298
Atlantic Union Bankshares
Virginia
$2.78M +$26.7K +189 +1%
NAAA
299
New Age Alpha Advisors
New York
$2.75M +$220K +1,555 +9%
GWM
300
Geneos Wealth Management
Colorado
$2.74M +$199K +1,410 +8%