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iShares Russell Mid-Cap Growth ETF

1,147 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, 354 increasing their positions, 363 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

2% less repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 363

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
1,147
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
48
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$23.8M
Puts
$38.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
376
Chicago Partners Investment Group
Illinois
$1.78M
NL
377
NWAM LLC
Washington
$1.77M
FF
378
Friday Financial
Iowa
$1.77M
SFG
379
Sage Financial Group
Pennsylvania
$1.77M
CWMP
380
Clarion Wealth Managment Partners
Virginia
$1.76M
AL
381
Aspiriant LLC
California
$1.75M
DADC
382
D.A. Davidson & Co
Montana
$1.73M
FTWA
383
Fifth Third Wealth Advisors
Ohio
$1.73M
LAS
384
LWM Advisory Services
Florida
$1.71M
PIA
385
Perennial Investment Advisors
California
$1.71M
GSWM
386
Golden State Wealth Management
California
$1.7M
Susquehanna International Group
387
Susquehanna International Group
Pennsylvania
$1.69M
Franklin Resources
388
Franklin Resources
California
$1.68M
LWA
389
Lifelong Wealth Advisors
Minnesota
$1.67M
CIG
390
Consolidated Investment Group
Colorado
$1.67M
VVP
391
Venture Visionary Partners
Ohio
$1.66M
HBS
392
Howard Bailey Securities
Indiana
$1.66M
FT
393
Fiduciary Trust
Massachusetts
$1.65M
WH
394
Willner & Heller
California
$1.64M
TNB
395
Thomasville National Bank
Georgia
$1.64M
SWA
396
Sax Wealth Advisors
New Jersey
$1.63M
CT
397
Clearstead Trust
Maine
$1.61M
LGG
398
Luts & Greenleigh Group
Maryland
$1.59M
RDFA
399
Ritter Daniher Financial Advisory
Ohio
$1.58M
LSA
400
Lion Street Advisors
Texas
$1.58M