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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
SG
376
StoneX Group
New York
$1.8M +$50.6K +358 +3%
HCMT
377
Highland Capital Management (Tennessee)
Tennessee
$1.79M -$15.5K -110 -0.9%
NF
378
Nvest Financial
New Hampshire
$1.79M -$81.8K -579 -4%
FFL
379
Financial Freedom LLC
Ohio
$1.79M +$565 +4 +0%
CPIG
380
Chicago Partners Investment Group
Illinois
$1.78M -$2.83K -20 -0.2%
FF
381
Friday Financial
Iowa
$1.77M +$396K +2,805 +29%
SFG
382
Sage Financial Group
Pennsylvania
$1.77M
CWMP
383
Clarion Wealth Managment Partners
Virginia
$1.76M -$58.5K -414 -3%
AL
384
Aspiriant LLC
California
$1.75M -$1.75M -12,365 -50%
CSF
385
Capital Squared Financial
Maryland
$1.74M +$409K +2,892 +31%
DADC
386
D.A. Davidson & Co
Montana
$1.73M -$7.21K -51 -0.4%
FTWA
387
Fifth Third Wealth Advisors
Ohio
$1.73M -$8.34K -59 -0.5%
LAS
388
LWM Advisory Services
Florida
$1.71M +$1.7M +12,011 New
PIA
389
Perennial Investment Advisors
California
$1.71M -$67.1K -475 -4%
GSWM
390
Golden State Wealth Management
California
$1.7M
Susquehanna International Group
391
Susquehanna International Group
Pennsylvania
$1.69M -$9.22M -65,219 -85%
Franklin Resources
392
Franklin Resources
California
$1.68M -$17.7K -125 -1%
LWA
393
Lifelong Wealth Advisors
Minnesota
$1.67M -$16.1K -114 -1%
CIG
394
Consolidated Investment Group
Colorado
$1.67M
VVP
395
Venture Visionary Partners
Ohio
$1.66M +$141 +1 +0%
FT
396
Fiduciary Trust
Massachusetts
$1.65M
WH
397
Willner & Heller
California
$1.64M +$60.1K +425 +4%
TNB
398
Thomasville National Bank
Georgia
$1.64M -$36.7K -260 -2%
SWA
399
Sax Wealth Advisors
New Jersey
$1.63M +$9.61K +68 +0.6%
CT
400
Clearstead Trust
Maine
$1.61M