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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
KFG
451
Kingdom Financial Group
Arizona
$1.23M -$696K -4,922 -36%
TCA
452
Transcend Capital Advisors
New Jersey
$1.22M +$51K +361 +4%
PS
453
Principal Securities
Iowa
$1.21M +$48.8K +345 +4%
MA
454
MONECO Advisors
Connecticut
$1.21M -$12K -85 -1%
AIM
455
Arcadia Investment Management
Michigan
$1.2M
SSWM
456
Smith Salley Wealth Management
North Carolina
$1.2M -$191K -1,350 -14%
BWM
457
Brickley Wealth Management
California
$1.2M -$28.3K -200 -2%
EWS
458
Evergreen Wealth Solutions
Pennsylvania
$1.19M +$48.2K +341 +4%
CFO
459
Callan Family Office
Pennsylvania
$1.16M +$44.2K +313 +4%
TLFA
460
True Link Financial Advisors
California
$1.15M -$201K -1,423 -15%
AWM
461
Apollon Wealth Management
South Carolina
$1.15M -$560K -3,962 -33%
Betterment LLC
462
Betterment LLC
New York
$1.15M -$179K -1,268 -14%
CS
463
Capital Square
Tennessee
$1.14M +$41K +290 +4%
GA
464
GFS Advisors
Texas
$1.14M
AFC
465
AFT Forsyth & Company
Florida
$1.14M
WSFS
466
Wilmington Savings Fund Society
Delaware
$1.14M -$631K -4,464 -36%
S
467
SignatureFD
Georgia
$1.12M +$36.5K +258 +3%
R
468
Rebalance
California
$1.12M +$848 +6 +0.1%
AFWM
469
AMJ Financial Wealth Management
Virginia
$1.11M -$5.37K -38 -0.5%
OC
470
Oarsman Capital
Wisconsin
$1.09M -$8.2K -58 -0.7%
ABWM
471
Alpine Bank Wealth Management
Colorado
$1.09M
GPA
472
Garrison Point Advisors
California
$1.08M +$30.5K +216 +3%
LI
473
LMCG Investments
Massachusetts
$1.08M -$25.2K -178 -2%
AF
474
Allworth Financial
California
$1.07M +$1.7K +12 +0.2%
AWM
475
Atticus Wealth Management
Florida
$1.07M -$9.61K -68 -0.9%