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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
CAS
476
Coppell Advisory Solutions
Texas
$1.07M -$2.4K -17 -0.2%
KFI
477
Key Financial Inc
Pennsylvania
$1.07M -$350K -2,480 -25%
FB
478
Fulton Bank
Pennsylvania
$1.06M
SVWAG
479
Sound View Wealth Advisors Group
Georgia
$1.06M -$55.8K -395 -5%
WIA
480
World Investment Advisors
California
$1.06M -$28.8K -204 -3%
RWP
481
Revolve Wealth Partners
New Jersey
$1.05M +$45.8K +324 +5%
RB
482
Renasant Bank
Mississippi
$1.05M -$71.4K -505 -6%
BFC
483
Bedel Financial Consulting
Indiana
$1.04M +$12.2K +86 +1%
FIA
484
Foundations Investment Advisors
Arizona
$1.04M +$579K +4,095 +129%
CWM
485
Cahaba Wealth Management
Georgia
$1.04M +$91K +644 +10%
IA
486
Integrity Alliance
Iowa
$1.03M +$117K +828 +13%
MFGP
487
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.03M +$18.2K +129 +2%
OWA
488
Octavia Wealth Advisors
Ohio
$1.02M +$17.4K +123 +2%
AF
489
Affiance Financial
Minnesota
$1.02M
HCA
490
Harbour Capital Advisors
Virginia
$1.01M
WI
491
Wedgewood Investors
Pennsylvania
$1.01M -$8.76K -62 -0.9%
FFS
492
Founders Financial Securities
Maryland
$1M -$229K -1,621 -19%
LW
493
Linscomb Wealth
Texas
$1M
VR
494
Valued Retirements
Texas
$999K
LCWP
495
Legacy Capital Wealth Partners
Arkansas
$998K -$22.6K -160 -2%
DCM
496
Delta Capital Management
New Jersey
$997K
Renaissance Technologies
497
Renaissance Technologies
New York
$997K -$382K -2,700 -28%
FCA
498
Fortis Capital Advisors
Kansas
$993K -$13.8K -98 -1%
LKWM
499
Lee-Kelleher Wealth Management
Maryland
$980K -$15.1K -107 -2%
GFP
500
Gryphon Financial Partners
Ohio
$971K -$45.4K -321 -4%