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iShares Russell Mid-Cap Growth ETF

1,211 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 143 funds opening new positions, 399 increasing their positions, 331 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:

1.22% more ownership

Funds ownership: 77.27%78.49% (+1.2%)

2% more capital invested

Capital invested by funds: $16B → $16.3B (+$290M)

10% less funds holding in top 10

Funds holding in top 10: 4843 (-5)

Holders
1,211
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
NCM
451
Next Capital Management
New York
$1.27M
AAP
452
Arax Advisory Partners
Colorado
$1.25M
EWS
453
Evergreen Wealth Solutions
Pennsylvania
$1.25M
NW
454
NewEdge Wealth
Pennsylvania
$1.25M
DWAM
455
Duncan Williams Asset Management
Tennessee
$1.25M
PPW
456
PACK Private Wealth
Minnesota
$1.24M
NS
457
NBC Securities
Alabama
$1.24M
SCA
458
Stonebridge Capital Advisors
Minnesota
$1.23M
EW
459
Evoke Wealth
California
$1.22M
KP
460
Keel Point
Alabama
$1.21M
EWA
461
ERTS Wealth Advisors
Michigan
$1.21M
HAS
462
Holland Advisory Services
Florida
$1.21M
TFGT
463
TS Financial Group (TSFG)
Illinois
$1.2M
MC
464
Matters Capital
Florida
$1.2M
WMP
465
Wealth Management Partners
Arizona
$1.19M
OGF
466
Orin Green Financial
California
$1.19M
MA
467
MONECO Advisors
Connecticut
$1.17M
AWA
468
Asempa Wealth Advisors
Louisiana
$1.16M
TCA
469
Transcend Capital Advisors
New Jersey
$1.15M
SSWM
470
Smith Salley Wealth Management
North Carolina
$1.15M
VR
471
Valued Retirements
Texas
$1.15M
BWM
472
Brickley Wealth Management
California
$1.15M
CFO
473
Callan Family Office
Pennsylvania
$1.13M
AssetMark Inc
474
AssetMark Inc
California
$1.12M
CS
475
Capital Square
Tennessee
$1.12M