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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
CWMP
401
Clarion Wealth Managment Partners
Virginia
$1.61M
PIA
402
Perennial Investment Advisors
California
$1.61M
FFL
403
Financial Freedom LLC
Ohio
$1.6M
CIG
404
Consolidated Investment Group
Colorado
$1.6M
VVP
405
Venture Visionary Partners
Ohio
$1.6M
WH
406
Willner & Heller
California
$1.59M
LWA
407
Lifelong Wealth Advisors
Minnesota
$1.58M
Betterment LLC
408
Betterment LLC
New York
$1.58M
Franklin Resources
409
Franklin Resources
California
$1.56M
LAS
410
LWM Advisory Services
Florida
$1.56M
CT
411
Clearstead Trust
Maine
$1.55M
FF
412
Friday Financial
Iowa
$1.55M
LGG
413
Luts & Greenleigh Group
Maryland
$1.54M
WTC
414
WhitTier Trust Company
Nevada
$1.54M
SI
415
Saxon Interests
Texas
$1.54M
RC
416
Rovin Capital
Arizona
$1.54M
BBA
417
BLB&B Advisors
Pennsylvania
$1.54M
FWP
418
FAS Wealth Partners
Kansas
$1.53M
PCIA
419
Prime Capital Investment Advisors
Kansas
$1.51M
MOS
420
MGO One Seven
Ohio
$1.51M
FT
421
Fiduciary Trust
Massachusetts
$1.5M
GWM
422
Greenline Wealth Management
Florida
$1.5M
AA
423
Ancora Advisors
Ohio
$1.49M
CFM
424
Cornerstone Financial Management
Massachusetts
$1.48M
MWM
425
Mission Wealth Management
California
$1.48M