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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
DFG
426
Dynamic Financial Group
Iowa
$1.4M -$15.1K -107 -1%
AG
427
AlTi Global
New York
$1.4M
TFGT
428
TS Financial Group (TSFG)
Illinois
$1.39M -$282K -1,999 -17%
BHBT
429
Burke & Herbert Bank & Trust
Virginia
$1.39M -$42.4K -300 -3%
PWS
430
Proactive Wealth Strategies
Georgia
$1.38M +$1.13K +8 +0.1%
CTC
431
Central Trust Company
Missouri
$1.37M +$424K +2,999 +45%
SCA
432
Stonebridge Capital Advisors
Minnesota
$1.36M -$320K -2,262 -19%
PCA
433
Prosperity Capital Advisors
Ohio
$1.36M -$50.4K -357 -4%
DWAM
434
Duncan Williams Asset Management
Tennessee
$1.34M -$29.3K -207 -2%
MFG
435
MidWestOne Financial Group
Iowa
$1.34M
PCH
436
PGIM Custom Harvest
New Jersey
$1.33M -$317K -2,245 -19%
BIA
437
BHK Investment Advisors
Alabama
$1.32M
RMCM
438
Reynders McVeigh Capital Management
Massachusetts
$1.32M
NCM
439
Next Capital Management
New York
$1.32M +$707 +5 +0.1%
HWM
440
HB Wealth Management
Georgia
$1.31M +$134K +945 +11%
OGF
441
Orin Green Financial
California
$1.3M
EWA
442
ERTS Wealth Advisors
Michigan
$1.29M -$22.3K -158 -2%
SWA
443
Strata Wealth Advisors
Texas
$1.29M
PPW
444
PACK Private Wealth
Minnesota
$1.29M
AQR Capital Management
445
AQR Capital Management
Connecticut
$1.28M +$801K +5,671 +171%
KP
446
Keel Point
Alabama
$1.27M -$3.96K -28 -0.3%
HAS
447
Holland Advisory Services
Florida
$1.26M -$6.08K -43 -0.5%
OW
448
Olistico Wealth
Oklahoma
$1.26M -$84.2K -596 -6%
WMP
449
Wealth Management Partners
Arizona
$1.24M -$17.5K -124 -1%
NS
450
NBC Securities
Alabama
$1.24M +$25.3K +179 +2%