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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
RCAG
351
Rehmann Capital Advisory Group
Michigan
$2.01M -$58.2K -412 -3%
IC
352
IEQ Capital
California
$1.99M +$47.5K +336 +2%
WWM
353
Western Wealth Management
Colorado
$1.96M -$32.6K -231 -2%
AWA
354
American Wealth Advisors
Georgia
$1.95M +$1.94M +13,718 New
BFS
355
Bradley Foster & Sargent
Connecticut
$1.94M -$137K -971 -7%
SA
356
Strategic Advocates
Utah
$1.94M
TWM
357
Tradition Wealth Management
Minnesota
$1.92M
MMA
358
Miracle Mile Advisors
California
$1.92M +$4.66K +33 +0.2%
TGAM
359
TBH Global Asset Management
Tennessee
$1.91M +$1.9M +13,425 New
AA
360
Alesco Advisors
New York
$1.91M
TPI
361
Trust Point Inc
Wisconsin
$1.91M -$69.2K -490 -4%
NPAN
362
Northeast Planning Associates NH
New Hampshire
$1.9M -$85.2K -603 -4%
FMTCOCP
363
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.9M +$216K +1,528 +13%
SW
364
Simplicity Wealth
New Jersey
$1.88M -$3.75M -26,522 -67%
FA
365
Flagstar Advisors
New York
$1.87M +$1.41M +9,992 +316%
AI
366
Atria Investments
North Carolina
$1.87M +$958K +6,780 +107%
MFG
367
Merit Financial Group
Georgia
$1.86M -$48.5K -343 -3%
FNBOO
368
First National Bank of Omaha
Nebraska
$1.85M -$38.9K -275 -2%
BCM
369
BTC Capital Management
Iowa
$1.84M
OHWP
370
Oak Harbor Wealth Partners
North Carolina
$1.84M
SWM
371
Spire Wealth Management
Virginia
$1.83M +$194K +1,373 +12%
ECM
372
Evergreen Capital Management
Washington
$1.83M +$143K +1,011 +9%
AAS
373
Ameritas Advisory Services
Nebraska
$1.82M +$807K +5,708 +80%
ClearBridge Investments
374
ClearBridge Investments
New York
$1.82M +$1.29M +9,138 +251%
CIA
375
Concurrent Investment Advisors
Florida
$1.8M +$149K +1,051 +9%