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iShares Russell Mid-Cap Growth ETF

1,212 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, 400 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: 77.28%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
1,212
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
SVWAG
501
Sound View Wealth Advisors Group
Georgia
$1.02M
BFC
502
Bedel Financial Consulting
Indiana
$1.01M
CWM
503
Cahaba Wealth Management
Georgia
$1.01M
LI
504
LMCG Investments
Massachusetts
$996K
VFG
505
Victory Financial Group
Texas
$993K
OCM
506
Orleans Capital Management
Louisiana
$986K
AF
507
Affiance Financial
Minnesota
$984K
HCA
508
Harbour Capital Advisors
Virginia
$982K
LCWP
509
Legacy Capital Wealth Partners
Arkansas
$968K
WA
510
Wealth Alliance
New York
$965K
RWP
511
Revolve Wealth Partners
New Jersey
$965K
LW
512
Linscomb Wealth
Texas
$964K
DWA
513
Dougherty Wealth Advisers
Minnesota
$963K
DCM
514
Delta Capital Management
New Jersey
$959K
CNTOF
515
Canandaigua National Trust of Florida
New York
$952K
BIG
516
Brooklyn Investment Group
New York
$952K
AT
517
American Trust
Kentucky
$950K
FCA
518
Fortis Capital Advisors
Kansas
$945K
LKWM
519
Lee-Kelleher Wealth Management
Maryland
$943K
GFP
520
Gryphon Financial Partners
Ohio
$936K
CA
521
CSM Advisors
Pennsylvania
$931K
NB
522
Nicolet Bankshares
Wisconsin
$924K
SEIA
523
Signature Estate & Investment Advisors
California
$920K
AP
524
Appleton Partners
Massachusetts
$914K
S
525
SignatureFD
Georgia
$908K