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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
AFG
326
Allegheny Financial Group
Pennsylvania
$2.32M +$219K +1,550 +11%
HGWM
327
Horst & Graben Wealth Management
Oregon
$2.31M -$16.8K -119 -0.7%
WTB
328
Washington Trust Bank
Washington
$2.28M +$644K +4,557 +40%
CM
329
Castleark Management
Illinois
$2.28M
KCM
330
Kanawha Capital Management
Virginia
$2.25M
PA
331
Parallel Advisors
California
$2.25M +$669K +4,732 +43%
CFG
332
Cooper Financial Group
California
$2.22M -$50.4K -357 -2%
CA
333
Claro Advisors
Massachusetts
$2.21M +$166K +1,177 +8%
FNBSF
334
First National Bank Sioux Falls
South Dakota
$2.18M
MAM
335
MWA Asset Management
Massachusetts
$2.14M -$32.9K -233 -2%
GSIS
336
Global Strategic Investment Solutions
Arizona
$2.13M -$99.6K -705 -5%
AT
337
American Trust
Kentucky
$2.11M -$548K -3,878 -21%
CSP
338
Cary Street Partners
Virginia
$2.1M +$153K +1,086 +8%
VFA
339
Valeo Financial Advisors
Indiana
$2.09M -$24.7K -175 -1%
MWM
340
Moran Wealth Management
Florida
$2.08M +$2.07M +14,625 New
D
341
Dentgroup
Louisiana
$2.08M -$122K -866 -6%
PPA
342
Pilgrim Partners Asia
Singapore
$2.08M +$2.06M +14,585 New
GCM
343
Geneva Capital Management
Wisconsin
$2.06M +$365K +2,586 +22%
PA
344
Procyon Advisors
Connecticut
$2.05M +$126K +892 +7%
IFG
345
Independent Financial Group
California
$2.05M -$49.7K -352 -2%
Wealthfront Advisers
346
Wealthfront Advisers
California
$2.05M +$25.6K +181 +1%
HBS
347
Howard Bailey Securities
Indiana
$2.04M -$1.84M -13,003 -48%
IA
348
IFC Advisors
California
$2.02M -$19.4K -137 -1%
CWM
349
Cordatus Wealth Management
Pennsylvania
$2.02M -$86.6K -613 -4%
1SB
350
1ST Source Bank
Indiana
$2.01M +$63.3K +448 +3%