We are live on ! Find out more
IWP icon

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
RCM
551
Richardson Capital Management
Wisconsin
$840K
PWW
552
Pettyjohn Wood & White
Virginia
$832K
FUBT
553
First United Bank & Trust
Maryland
$830K
OWA
554
Octavia Wealth Advisors
Ohio
$828K -$159K -1,139 -16%
VCM
555
Viewpoint Capital Management
Washington
$822K
MCA
556
Midwest Capital Advisors
Michigan
$821K +$5.87K +42 +0.7%
MFG
557
Magnus Financial Group
New York
$818K +$45.8K +328 +6%
OW
558
Olistico Wealth
Oklahoma
$816K -$403K -2,883 -33%
PL
559
Plancorp LLC
Missouri
$805K
GT
560
Greenleaf Trust
Michigan
$805K
RW
561
RVW Wealth
California
$803K +$820K +5,867 New
LIM
562
Leavell Investment Management
Alabama
$800K
ABC
563
Associated Banc-Corp
Wisconsin
$797K
EG
564
Ellerson Group
Maryland
$796K -$2.18M -15,592 -73%
NAM
565
NTV Asset Management
West Virginia
$781K
LCM
566
Liberty Capital Management
Michigan
$778K +$202K +1,445 +34%
TPWA
567
Twin Peaks Wealth Advisors
California
$777K +$204K +1,459 +35%
HWA
568
Heritage Wealth Advisors
Virginia
$774K
CWM
569
Cornerstone Wealth Management
Missouri
$773K -$37K -265 -4%
OSAM
570
O'Shaughnessy Asset Management
Connecticut
$772K +$47.4K +339 +6%
OIA
571
OneDigital Investment Advisors
Kansas
$757K +$80.6K +577 +12%
OFG
572
Oxford Financial Group
Indiana
$748K
DWML
573
Decker Wealth Management LLC
Tennessee
$747K +$762K +5,452 New
RWM
574
Rockwood Wealth Management
Pennsylvania
$746K
AIM
575
Allen Investment Management
New York
$745K