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iShares Russell Mid-Cap Growth ETF

1,211 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, 399 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: 77.27%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
1,211
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
BFC
501
Bedel Financial Consulting
Indiana
$1.01M
CWM
502
Cahaba Wealth Management
Georgia
$1.01M
LI
503
LMCG Investments
Massachusetts
$996K
VFG
504
Victory Financial Group
Texas
$993K
OCM
505
Orleans Capital Management
Louisiana
$986K
AF
506
Affiance Financial
Minnesota
$984K
HCA
507
Harbour Capital Advisors
Virginia
$982K
LCWP
508
Legacy Capital Wealth Partners
Arkansas
$968K
WA
509
Wealth Alliance
New York
$965K
RWP
510
Revolve Wealth Partners
New Jersey
$965K
LW
511
Linscomb Wealth
Texas
$964K
DWA
512
Dougherty Wealth Advisers
Minnesota
$963K
DCM
513
Delta Capital Management
New Jersey
$959K
CNTOF
514
Canandaigua National Trust of Florida
New York
$952K
BIG
515
Brooklyn Investment Group
New York
$952K
AT
516
American Trust
Kentucky
$950K
FCA
517
Fortis Capital Advisors
Kansas
$945K
LKWM
518
Lee-Kelleher Wealth Management
Maryland
$943K
GFP
519
Gryphon Financial Partners
Ohio
$936K
CA
520
CSM Advisors
Pennsylvania
$931K
NB
521
Nicolet Bankshares
Wisconsin
$924K
SEIA
522
Signature Estate & Investment Advisors
California
$920K
AP
523
Appleton Partners
Massachusetts
$914K
S
524
SignatureFD
Georgia
$908K
PWM
525
Prosperity Wealth Management
California
$902K