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iShares Russell Mid-Cap Growth ETF

1,168 hedge funds and large institutions have $14.3B invested in iShares Russell Mid-Cap Growth ETF in 2026 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 380 increasing their positions, 374 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $11.5M | Put options by funds: $5.46M

2% more repeat investments, than reductions

Existing positions increased: 380 | Existing positions reduced: 374

2.23% less ownership

Funds ownership: 78.56%76.33% (-2.2%)

5% less funds holding

Funds holding: 1,2261,168 (-58)

12% less capital invested

Capital invested by funds: $16.3B → $14.3B (-$1.97B)

18% less funds holding in top 10

Funds holding in top 10: 4436 (-8)

25% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 96

Holders
1,168
Holders Change
-58
Holders Change %
-4.73%
% of All Funds
14.39%
Holding in Top 10
36
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-18.18%
% of All Funds
0.44%
New
72
Increased
380
Reduced
374
Closed
96
Calls
$11.5M
Puts
$5.46M
Net Calls
+$6.05M
Net Calls Change
-$2.88M
Name Holding Trade Value Shares
Change
Change in
Stake
EW
451
Evoke Wealth
California
$1.15M +$135 +1 +0%
PFBT
452
Parkside Financial Bank & Trust
Missouri
$1.14M +$323K +2,387 +37%
TFGT
453
TS Financial Group (TSFG)
Illinois
$1.13M +$8.25K +61 +0.7%
HAS
454
Holland Advisory Services
Florida
$1.13M +$406 +3 +0%
MC
455
Matters Capital
Florida
$1.13M +$2.17K +16 +0.2%
WIA
456
Wealthedge Investment Advisors
New York
$1.12M -$1.57M -11,576 -57%
OGF
457
Orin Green Financial
California
$1.12M +$10.8K +80 +0.9%
BIG
458
Brooklyn Investment Group
New York
$1.11M +$247K +1,823 +27%
JE
459
Jacobs Equity
Utah
$1.1M +$29.1K +215 +3%
WMP
460
Wealth Management Partners
Arizona
$1.1M -$19.2K -142 -2%
VT
461
Vise Technologies
New York
$1.09M
FB
462
Fulton Bank
Pennsylvania
$1.08M +$132K +975 +13%
SSWM
463
Smith Salley Wealth Management
North Carolina
$1.08M +$1.62K +12 +0.1%
BWM
464
Brickley Wealth Management
California
$1.07M -$8.25K -61 -0.7%
NPT
465
National Philanthropic Trust
Pennsylvania
$1.07M
Westfield Capital Management
466
Westfield Capital Management
Massachusetts
$1.06M -$1.35M -9,981 -55%
GWM
467
Greenline Wealth Management
Florida
$1.06M -$357K -2,639 -24%
AWM
468
Apollon Wealth Management
South Carolina
$1.06M -$304K -2,244 -21%
1SB
469
1ST Source Bank
Indiana
$1.05M -$694K -5,125 -39%
WIA
470
World Investment Advisors
California
$1.05M +$5.68K +42 +0.5%
LCWP
471
Legacy Capital Wealth Partners
Arkansas
$1.04M +$145K +1,068 +15%
PS
472
Principal Securities
Iowa
$1.04M -$2.03K -15 -0.2%
BWM
473
BCS Wealth Management
Tennessee
$1.04M -$1.09M -8,092 -50%
NFG
474
Nations Financial Group
Iowa
$1.04M +$5.68K +42 +0.5%
GA
475
GFS Advisors
Texas
$1.02M