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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
VWA
501
Visionary Wealth Advisors
Illinois
$910K +$94.2K +696 +11%
RWP
502
Revolve Wealth Partners
New Jersey
$902K -$812 -6 -0.1%
DCM
503
Delta Capital Management
New Jersey
$897K
BIA
504
Biondo Investment Advisors
Pennsylvania
$895K -$2M -14,798 -68%
OSAM
505
O'Shaughnessy Asset Management
Connecticut
$895K +$183K +1,349 +24%
LW
506
Linscomb Wealth
Texas
$890K -$11.9K -88 -1%
LKWM
507
Lee-Kelleher Wealth Management
Maryland
$882K
AT
508
American Trust
Kentucky
$877K -$12.6K -93 -1%
FCA
509
Fortis Capital Advisors
Kansas
$873K -$11.8K -87 -1%
DC
510
Davenport & Co
Virginia
$869K +$41.9K +310 +5%
SEIA
511
Signature Estate & Investment Advisors
California
$867K +$6.9K +51 +0.8%
CC
512
Clearwave Capital
California
$857K +$21.8K +161 +2%
SFC
513
Strategic Financial Concepts
Texas
$856K +$904K +6,682 New
AP
514
Appleton Partners
Massachusetts
$855K
S
515
SignatureFD
Georgia
$850K +$1.08K +8 +0.1%
AF
516
Affiance Financial
Minnesota
$850K -$75.1K -555 -8%
AAS
517
Annex Advisory Services
Wisconsin
$846K +$18.3K +135 +2%
GSIAS
518
Garden State Investment Advisory Services
New Jersey
$840K +$135 +1 +0%
SFS
519
Sowell Financial Services
Arkansas
$828K -$7.89M -58,335 -90%
SS
520
Sunbelt Securities
Texas
$825K +$291K +2,152 +50%
PGAM
521
Princeton Global Asset Management
New Jersey
$823K -$16.4K -121 -2%
SFPG
522
Stonebridge Financial Planning Group
Florida
$817K +$11K +81 +1%
KP
523
Keel Point
Alabama
$811K -$343K -2,537 -29%
LB
524
Legacy Bridge
Iowa
$809K +$1.08K +8 +0.1%
OC
525
Oarsman Capital
Wisconsin
$804K -$191K -1,410 -18%