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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
RWM
551
Rockwood Wealth Management
Pennsylvania
$776K -$1.13K -8 -0.1%
AIM
552
Allen Investment Management
New York
$775K
RPC
553
Rossmore Private Capital
Connecticut
$773K
RT
554
Rockland Trust
Massachusetts
$772K +$20.8K +147 +3%
RIS
555
Retirement Income Solutions
Michigan
$771K
NB
556
NBT Bank
New York
$770K
NFG
557
Nations Financial Group
Iowa
$765K +$16.3K +115 +2%
PFA
558
Pure Financial Advisors
California
$758K -$94.1K -666 -11%
IAG
559
Investmark Advisory Group
Connecticut
$758K -$11.3K -80 -1%
RTL
560
Red Tortoise LLC
Georgia
$756K
OSAM
561
O'Shaughnessy Asset Management
Connecticut
$754K +$115K +813 +18%
CAL
562
Capital Analysts LLC
Pennsylvania
$753K -$173K -1,225 -19%
WLPWM
563
Walled Lake Planning & Wealth Management
Illinois
$753K +$28K +198 +4%
GC
564
Guidance Capital
Kentucky
$753K -$44.9K -318 -6%
QCM
565
QRG Capital Management
Illinois
$752K -$218K -1,543 -23%
JFG
566
Jefferies Financial Group
New York
$743K +$737K +5,217 New
MM
567
Meridian Management
Arkansas
$741K
RA
568
Ruggaard & Associates
Ohio
$741K
FWTB
569
First Western Trust Bank
Colorado
$740K -$87.8K -621 -11%
OAM
570
Oppenheimer Asset Management
New York
$740K +$377K +2,667 +106%
CCMG
571
Clark Capital Management Group
Pennsylvania
$738K +$178K +1,261 +32%
LTI
572
Laffer Tengler Investments
Tennessee
$737K +$732K +5,178 New
OE
573
October Effect
Virginia
$737K +$26.6K +188 +4%
OL
574
Owen LaRue
Kentucky
$734K +$565 +4 +0.1%
CIM
575
Contravisory Investment Management
Massachusetts
$733K -$59.8K -423 -8%