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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
AFC
476
AFT Forsyth & Company
Florida
$1.02M
SCA
477
Stonebridge Capital Advisors
Minnesota
$1.02M -$136K -1,007 -11%
CFO
478
Callan Family Office
Pennsylvania
$1.01M -$48.7K -360 -4%
BPC
479
Bearing Point Capital
Minnesota
$1.01M
GPA
480
Garrison Point Advisors
California
$1.01M
R
481
Rebalance
California
$1.01M +$541 +4 +0.1%
VR
482
Valued Retirements
Texas
$1M -$79K -584 -7%
CIA
483
Choate Investment Advisors
Massachusetts
$994K
PNC
484
Park National Corp
Ohio
$992K +$1.05M +7,745 New
TLFA
485
True Link Financial Advisors
California
$992K -$47.9K -354 -4%
CNTOF
486
Canandaigua National Trust of Florida
New York
$987K +$102K +752 +11%
ABWM
487
Alpine Bank Wealth Management
Colorado
$979K
HCA
488
Harbour Capital Advisors
Virginia
$972K
WIM
489
WealthPlan Investment Management
Nebraska
$963K +$388K +2,866 +62%
GFP
490
Gryphon Financial Partners
Ohio
$962K +$91.6K +677 +10%
KFI
491
Key Financial Inc
Pennsylvania
$962K
AWM
492
Atticus Wealth Management
Florida
$959K -$31K -229 -3%
QCM
493
QRG Capital Management
Illinois
$951K +$301K +2,228 +43%
SVWAG
494
Sound View Wealth Advisors Group
Georgia
$950K -$677 -5 -0.1%
BAMG
495
Brand Asset Management Group
Missouri
$942K +$995K +7,354 New
SHF
496
Stage Harbor Financial
Massachusetts
$937K +$477K +3,524 +93%
CWM
497
Cahaba Wealth Management
Georgia
$930K -$17.7K -131 -2%
BFC
498
Bedel Financial Consulting
Indiana
$921K -$27.3K -202 -3%
EWA
499
ERTS Wealth Advisors
Michigan
$917K -$226K -1,670 -19%
IIM
500
Ipswich Investment Management
Massachusetts
$916K +$968K +7,150 New