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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
B
501
Bensler
Washington
$970K +$283 +2 +0%
VWA
502
Visionary Wealth Advisors
Illinois
$969K +$161K +1,140 +20%
CA
503
CSM Advisors
Pennsylvania
$968K +$961K +6,800 New
CNTOF
504
Canandaigua National Trust of Florida
New York
$966K -$36.7K -260 -4%
VA
505
Valmark Advisers
Ohio
$963K -$30.1K -213 -3%
BBA
506
BLB&B Advisors
Pennsylvania
$955K +$8.05K +57 +0.9%
AP
507
Appleton Partners
Massachusetts
$950K +$63K +446 +7%
GSIAS
508
Garden State Investment Advisory Services
New Jersey
$944K +$141 +1 +0%
BPC
509
Bearing Point Capital
Minnesota
$942K
PGAM
510
Princeton Global Asset Management
New Jersey
$934K
PFBT
511
Parkside Financial Bank & Trust
Missouri
$924K +$564K +3,992 +160%
AAS
512
Annex Advisory Services
Wisconsin
$921K +$35.6K +252 +4%
RRA
513
Round Rock Advisors
Connecticut
$916K -$9.04K -64 -1%
SEIA
514
Signature Estate & Investment Advisors
California
$914K -$7.77K -55 -0.9%
LB
515
Legacy Bridge
Iowa
$898K
VT
516
Vise Technologies
New York
$897K +$890K +6,299 New
WWP
517
Wise Wealth Partners
Arizona
$896K +$22.5K +159 +3%
DC
518
Davenport & Co
Virginia
$895K +$52.1K +369 +6%
SFPG
519
Stonebridge Financial Planning Group
Florida
$889K -$37.7K -267 -4%
RMDI
520
R.M. Davis Inc
Maine
$880K +$57.4K +406 +7%
DWA
521
Dougherty Wealth Advisers
Minnesota
$878K -$3.14M -22,201 -78%
FA
522
Financial Alternatives
California
$874K
RCM
523
Richardson Capital Management
Wisconsin
$874K
NAS
524
Nicolet Advisory Services
Wisconsin
$870K +$141 +1 +0%
LBC
525
Lowe Brockenbrough & Co
Virginia
$869K -$68.8K -487 -7%