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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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

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
Holders Change %
% of All Funds
Holding in Top 10
36
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.5M
Puts
$5.46M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
501
Visionary Wealth Advisors
Illinois
$910K
RWP
502
Revolve Wealth Partners
New Jersey
$902K
DCM
503
Delta Capital Management
New Jersey
$897K
BIA
504
Biondo Investment Advisors
Pennsylvania
$895K
OSAM
505
O'Shaughnessy Asset Management
Connecticut
$895K
LW
506
Linscomb Wealth
Texas
$890K
LKWM
507
Lee-Kelleher Wealth Management
Maryland
$882K
AT
508
American Trust
Kentucky
$877K
FCA
509
Fortis Capital Advisors
Kansas
$873K
DC
510
Davenport & Co
Virginia
$869K
SEIA
511
Signature Estate & Investment Advisors
California
$867K
CC
512
Clearwave Capital
California
$857K
SFC
513
Strategic Financial Concepts
Texas
$856K
AP
514
Appleton Partners
Massachusetts
$855K
S
515
SignatureFD
Georgia
$850K
AF
516
Affiance Financial
Minnesota
$850K
AAS
517
Annex Advisory Services
Wisconsin
$846K
GSIAS
518
Garden State Investment Advisory Services
New Jersey
$840K
SFS
519
Sowell Financial Services
Arkansas
$828K
SS
520
Sunbelt Securities
Texas
$825K
PGAM
521
Princeton Global Asset Management
New Jersey
$823K
SFPG
522
Stonebridge Financial Planning Group
Florida
$817K
KP
523
Keel Point
Alabama
$811K
LB
524
Legacy Bridge
Iowa
$809K
OC
525
Oarsman Capital
Wisconsin
$804K