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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
ESB
576
Essex Savings Bank
Connecticut
$732K
WP
577
WealthPLAN Partners
Nebraska
$730K -$36.5K -258 -5%
WKSWA
578
White Knight Strategic Wealth Advisors
New Jersey
$727K -$8.9K -63 -1%
SHJ
579
Sharkey, Howes & Javer
Colorado
$727K
LRPA
580
L. Roy Papp & Associates
Arizona
$725K +$141 +1 +0%
V
581
ViaWealth
Kansas
$724K
VDI
582
Vaughan David Investments
Illinois
$724K +$133K +938 +23%
FWMP
583
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$714K -$63.3K -448 -8%
MPCL
584
My Personal CFO LLC
Washington
$714K +$709K +5,017 New
WPC
585
White Pine Capital
Minnesota
$714K
CWM
586
Chicago Wealth Management
Illinois
$710K
BFA
587
Bragg Financial Advisors
North Carolina
$705K
OIA
588
OneDigital Investment Advisors
Kansas
$705K -$72.5K -513 -9%
SB
589
Strategic Blueprint
Georgia
$704K +$473K +3,349 +210%
B
590
Bailard
California
$702K -$4.24K -30 -0.6%
C
591
Certuity
Florida
$702K +$447K +3,161 +179%
AA
592
Aire Advisors
California
$688K
GF
593
Gries Financial
Ohio
$684K
WA
594
Wealth Alliance
New York
$675K +$310K +2,197 +86%
GC
595
Gilbert & Cook
Iowa
$674K -$1.13K -8 -0.2%
CT
596
Colonial Trust
South Carolina
$673K -$5.65K -40 -0.8%
WIP
597
WealthCare Investment Partners
Rhode Island
$667K +$22.5K +159 +4%
PWP
598
Principle Wealth Partners
Connecticut
$665K
MCA
599
Maryland Capital Advisors
Maryland
$663K
WIM
600
WealthPlan Investment Management
Nebraska
$663K -$430K -3,042 -40%