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iShares Russell Mid-Cap Growth ETF

1,148 hedge funds and large institutions have $14.2B invested in iShares Russell Mid-Cap Growth ETF in 2025 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 329 increasing their positions, 371 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,148
Holders Change
+78
Holders Change %
+7.29%
% of All Funds
15.39%
Holding in Top 10
51
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+15.91%
% of All Funds
0.68%
New
140
Increased
329
Reduced
371
Closed
43
Calls
$27.2M
Puts
$47.1M
Net Calls
-$19.9M
Net Calls Change
-$24.5M
Name Holding Trade Value Shares
Change
Shares
Change %
WLPWM
576
Walled Lake Planning & Wealth Management
Illinois
$706K -$147K -1,057 -17%
V
577
ViaWealth
Kansas
$705K
WPC
578
White Pine Capital
Minnesota
$695K
CWM
579
Chicago Wealth Management
Illinois
$691K -$1.94K -14 -0.3%
OE
580
October Effect
Virginia
$691K +$691K +4,985 New
B
581
Bailard
California
$688K
BFA
582
Bragg Financial Advisors
North Carolina
$687K +$6.66K +48 +1%
DAS
583
Diversify Advisory Services
Utah
$685K +$445K +3,170 +185%
TCOV
584
Trust Company of Vermont
Vermont
$676K
AA
585
Aire Advisors
California
$670K +$277 +2 +0%
GF
586
Gries Financial
Ohio
$666K -$13.9K -100 -2%
CT
587
Colonial Trust
South Carolina
$661K -$209K -1,504 -24%
BP
588
Ballentine Partners
Massachusetts
$660K
GC
589
Gilbert & Cook
Iowa
$657K
PWP
590
Principle Wealth Partners
Connecticut
$648K
MCA
591
Maryland Capital Advisors
Maryland
$646K
EFG
592
Elm3 Financial Group
Georgia
$643K -$52.6K -379 -8%
JHCP
593
Jackson Hole Capital Partners
Oklahoma
$639K
VAF
594
Values Added Financial
District of Columbia
$638K
Empower Advisory Group
595
Empower Advisory Group
Colorado
$637K +$372K +2,683 +140%
RA
596
RFG Advisory
Alabama
$636K -$236K -1,704 -27%
WIP
597
WealthCare Investment Partners
Rhode Island
$636K +$12.6K +90 +2%
HSA
598
HBK Sorce Advisory
Pennsylvania
$631K -$124K -896 -16%
FI
599
FWG Investments
Kentucky
$630K +$630K +4,539 New
UF
600
Univest Financial
Pennsylvania
$629K +$416 +3 +0.1%