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iShares Russell Mid-Cap Growth ETF

1,222 hedge funds and large institutions have $16.3B invested in iShares Russell Mid-Cap Growth ETF in 2025 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 400 increasing their positions, 333 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1.23% more ownership

Funds ownership: 77.29%78.52% (+1.2%)

2% more capital invested

Capital invested by funds: $16B → $16.3B (+$294M)

10% less funds holding in top 10

Funds holding in top 10: 4843 (-5)

Holders
1,222
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
43
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$16.6M
Puts
$7.71M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
376
Independent Financial Group
California
$1.86M
TWM
377
Tradition Wealth Management
Minnesota
$1.85M
SG
378
StoneX Group
New York
$1.85M
CWM
379
Cordatus Wealth Management
Pennsylvania
$1.85M
AWA
380
American Wealth Advisors
Georgia
$1.84M
TPI
381
Trust Point Inc
Wisconsin
$1.84M
UBS AM
382
UBS AM
Illinois
$1.84M
AA
383
Alesco Advisors
New York
$1.83M
PTC
384
Private Trust Company
Ohio
$1.83M
1SB
385
1ST Source Bank
Indiana
$1.82M
BCM
386
BTC Capital Management
Iowa
$1.82M
MMA
387
Miracle Mile Advisors
California
$1.79M
OHWP
388
Oak Harbor Wealth Partners
North Carolina
$1.77M
AAS
389
Ameritas Advisory Services
Nebraska
$1.76M
CSF
390
Capital Squared Financial
Maryland
$1.74M
CPIG
391
Chicago Partners Investment Group
Illinois
$1.72M
HCMT
392
Highland Capital Management (Tennessee)
Tennessee
$1.71M
DADC
393
D.A. Davidson & Co
Montana
$1.71M
SFG
394
Sage Financial Group
Pennsylvania
$1.69M
RPC
395
Rossmore Private Capital
Connecticut
$1.69M
RDFA
396
Ritter Daniher Financial Advisory
Ohio
$1.68M
FTWA
397
Fifth Third Wealth Advisors
Ohio
$1.66M
TNB
398
Thomasville National Bank
Georgia
$1.66M
UAG
399
United Advisor Group
Ohio
$1.64M
GSWM
400
Golden State Wealth Management
California
$1.63M