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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
LGG
401
Luts & Greenleigh Group
Maryland
$1.59M -$36K -255 -2%
RDFA
402
Ritter Daniher Financial Advisory
Ohio
$1.58M -$250K -1,770 -14%
LSA
403
Lion Street Advisors
Texas
$1.58M +$250K +1,767 +16%
PCIA
404
Prime Capital Investment Advisors
Kansas
$1.57M -$14.8K -105 -0.9%
GJIA
405
Glass Jacobson Investment Advisors
Maryland
$1.56M -$141 -1 -0%
RC
406
Rovin Capital
Arizona
$1.56M +$166K +1,178 +12%
FWP
407
FAS Wealth Partners
Kansas
$1.56M +$89K +630 +6%
WTC
408
WhitTier Trust Company
Nevada
$1.55M +$133K +940 +9%
AA
409
Ancora Advisors
Ohio
$1.55M +$34.8K +246 +2%
ODIJL
410
One Day In July LLC
Vermont
$1.52M +$3.96K +28 +0.3%
Allspring Global Investments
411
Allspring Global Investments
North Carolina
$1.51M +$1.01M +7,154 +207%
EIA
412
Eldridge Investment Advisors
New Hampshire
$1.5M +$70.7K +500 +5%
WAP
413
Wealthcare Advisory Partners
Pennsylvania
$1.5M +$20.1K +142 +1%
JJBC
414
James J. Burns & Company
New York
$1.5M +$35.8K +253 +2%
TMWM
415
Taylor & Morgan Wealth Management
Michigan
$1.49M -$54.7K -387 -4%
NPT
416
National Philanthropic Trust
Pennsylvania
$1.49M
WT
417
Whittier Trust
California
$1.48M
BAM
418
Belpointe Asset Management
Nevada
$1.47M -$39.3K -278 -3%
DAS
419
Dynamic Advisor Solutions
Arizona
$1.47M +$7.77K +55 +0.5%
CB
420
Cadence Bank
Mississippi
$1.46M -$3.53K -25 -0.2%
CIA
421
Choate Investment Advisors
Massachusetts
$1.43M -$11.7K -83 -0.8%
CWM
422
Cranbrook Wealth Management
Michigan
$1.43M
MWM
423
Mission Wealth Management
California
$1.43M
EW
424
Evoke Wealth
California
$1.41M +$124K +876 +10%
VCM
425
Virtue Capital Management
Tennessee
$1.41M +$717K +5,074 +55%