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iShares Russell Mid-Cap Growth ETF

1,070 hedge funds and large institutions have $12.4B invested in iShares Russell Mid-Cap Growth ETF in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 334 increasing their positions, 377 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,070
Holders Change
-51
Holders Change %
-4.55%
% of All Funds
14.53%
Holding in Top 10
44
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.6%
New
63
Increased
334
Reduced
377
Closed
86
Calls
$15.5M
Puts
$10.9M
Net Calls
+$4.63M
Net Calls Change
-$4.41M
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
551
Perigon Wealth Management
California
$648K
FWMP
552
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$642K
OFG
553
Oxford Financial Group
Indiana
$642K
RWM
554
Rockwood Wealth Management
Pennsylvania
$640K
HSA
555
HBK Sorce Advisory
Pennsylvania
$640K
AIM
556
Allen Investment Management
New York
$639K
CWM
557
Cornerstone Wealth Management
Missouri
$638K +$1.41K +12 +0.2%
RPC
558
Rossmore Private Capital
Connecticut
$638K
RIS
559
Retirement Income Solutions
Michigan
$636K
RA
560
Ruggaard & Associates
Ohio
$632K
FPW
561
Flagship Private Wealth
Massachusetts
$628K -$32.3K -275 -5%
RTL
562
Red Tortoise LLC
Georgia
$624K
SI
563
Saxon Interests
Texas
$622K -$29.7K -253 -5%
NFG
564
Nations Financial Group
Iowa
$619K -$174K -1,485 -22%
National Bank of Canada
565
National Bank of Canada
Quebec, Canada
$616K -$10.4K -88 -2%
FAT
566
First American Trust
California
$612K +$612K +5,213 New
MM
567
Meridian Management
Arkansas
$611K
WKSWA
568
White Knight Strategic Wealth Advisors
New Jersey
$611K -$620K -5,279 -50%
NC
569
Napatree Capital
Rhode Island
$608K -$329K -2,801 -35%
NAM
570
NTV Asset Management
West Virginia
$605K
OL
571
Owen LaRue
Kentucky
$605K +$470 +4 +0.1%
ESB
572
Essex Savings Bank
Connecticut
$604K -$7.17K -61 -1%
SHJ
573
Sharkey, Howes & Javer
Colorado
$600K
LRPA
574
L. Roy Papp & Associates
Arizona
$598K +$17.7K +151 +3%
V
575
ViaWealth
Kansas
$598K