We are live on ! Find out more
IWP icon

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
PWW
526
Pettyjohn Wood & White
Virginia
$865K
FUBT
527
First United Bank & Trust
Maryland
$863K -$7.07K -50 -0.8%
NB
528
Nicolet Bankshares
Wisconsin
$863K
VCM
529
Viewpoint Capital Management
Washington
$854K
MCA
530
Midwest Capital Advisors
Michigan
$848K -$3.81K -27 -0.5%
PFA
531
Pathway Financial Advisors
Vermont
$847K
CWM
532
Cornerstone Wealth Management
Missouri
$842K -$2.54K -18 -0.3%
PL
533
Plancorp LLC
Missouri
$838K -$131K -928 -14%
GT
534
Greenleaf Trust
Michigan
$837K -$424 -3 -0.1%
National Bank of Canada
535
National Bank of Canada
Quebec, Canada
$833K +$103K +728 +14%
LIM
536
Leavell Investment Management
Alabama
$832K -$1.27K -9 -0.2%
PCA
537
Providence Capital Advisors
North Carolina
$831K
ABC
538
Associated Banc-Corp
Wisconsin
$829K
SAI
539
Savvy Advisors Inc
New York
$820K +$527K +3,729 +184%
NAM
540
NTV Asset Management
West Virginia
$812K +$18.2K +129 +2%
MCM
541
Manchester Capital Management
Vermont
$811K
GWSA
542
Global Wealth Strategies & Associates
Colorado
$810K -$37.3K -264 -4%
HWA
543
Heritage Wealth Advisors
Virginia
$805K
MFG
544
Magnus Financial Group
New York
$804K -$989 -7 -0.1%
SFC
545
Strategic Financial Concepts
Texas
$798K -$21.3K -151 -3%
BP
546
Ballentine Partners
Massachusetts
$792K +$113K +799 +17%
BOSSRA
547
B.O.S.S. Retirement Advisors
Utah
$789K -$786K -5,565 -50%
SC
548
SouthState Corp
Florida
$782K -$132K -933 -15%
FPW
549
Flagship Private Wealth
Massachusetts
$781K +$28.8K +204 +4%
OFG
550
Oxford Financial Group
Indiana
$778K