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iShares Russell Mid-Cap Growth ETF

1,226 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 151 funds opening new positions, 401 increasing their positions, 333 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 66

116% more call options, than puts

Call options by funds: $16.6M | Put options by funds: $7.71M

20% more repeat investments, than reductions

Existing positions increased: 401 | Existing positions reduced: 333

6% more funds holding

Funds holding: 1,1591,226 (+67)

1.27% more ownership

Funds ownership: 77.3%78.56% (+1.3%)

2% more capital invested

Capital invested by funds: $16B → $16.3B (+$301M)

8% less funds holding in top 10

Funds holding in top 10: 4844 (-4)

Holders
1,226
Holders Change
+67
Holders Change %
+5.78%
% of All Funds
14.92%
Holding in Top 10
44
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.33%
% of All Funds
0.54%
New
151
Increased
401
Reduced
333
Closed
66
Calls
$16.6M
Puts
$7.71M
Net Calls
+$8.93M
Net Calls Change
+$23.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
526
CSM Advisors
Pennsylvania
$931K
NB
527
Nicolet Bankshares
Wisconsin
$924K +$96.6K +691 +11%
SEIA
528
Signature Estate & Investment Advisors
California
$920K +$41.9K +300 +5%
AP
529
Appleton Partners
Massachusetts
$914K
S
530
SignatureFD
Georgia
$908K -$177K -1,270 -16%
PWM
531
Prosperity Wealth Management
California
$902K -$2.65M -18,985 -74%
GSIAS
532
Garden State Investment Advisory Services
New Jersey
$898K -$10.2K -73 -1%
PGAM
533
Princeton Global Asset Management
New Jersey
$896K -$2.52K -18 -0.3%
CC
534
Clearwave Capital
California
$894K +$912K +6,525 New
PFBT
535
Parkside Financial Bank & Trust
Missouri
$893K +$5.17K +37 +0.6%
AAS
536
Annex Advisory Services
Wisconsin
$886K +$419 +3 +0%
DC
537
Davenport & Co
Virginia
$886K +$25.4K +182 +3%
WI
538
Wedgewood Investors
Pennsylvania
$878K -$95K -680 -10%
VWA
539
Visionary Wealth Advisors
Illinois
$877K -$55.6K -398 -6%
SIA
540
Stegner Investment Associates
Kentucky
$868K +$290K +2,072 +49%
RB
541
Renasant Bank
Mississippi
$865K -$144K -1,028 -14%
LB
542
Legacy Bridge
Iowa
$864K
SFPG
543
Stonebridge Financial Planning Group
Florida
$862K +$7.97K +57 +0.9%
WWP
544
Wise Wealth Partners
Arizona
$862K +$140 +1 +0%
GC
545
Granville Capital
North Carolina
$856K +$873K +6,250 New
RMDI
546
R.M. Davis Inc
Maine
$846K
PFA
547
Pathway Financial Advisors
Vermont
$844K
B
548
Bayban
Minnesota
$843K +$860K +6,156 New
RRA
549
Round Rock Advisors
Connecticut
$842K -$39.1K -280 -4%
FA
550
Financial Alternatives
California
$841K