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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
NB
576
NBT Bank
New York
$741K
IAG
577
Investmark Advisory Group
Connecticut
$739K +$10.3K +74 +1%
WLPWM
578
Walled Lake Planning & Wealth Management
Illinois
$739K +$15.1K +108 +2%
FPW
579
Flagship Private Wealth
Massachusetts
$739K -$12.3K -88 -2%
PFA
580
Pure Financial Advisors
California
$730K +$1.12K +8 +0.2%
LW
581
Livet Wealth
Utah
$730K +$745K +5,331 New
VAS
582
Vestmark Advisory Solutions
Massachusetts
$729K +$744K +5,325 New
RTL
583
Red Tortoise LLC
Georgia
$727K
RT
584
Rockland Trust
Massachusetts
$727K -$15.1K -108 -2%
GWSA
585
Global Wealth Strategies & Associates
Colorado
$727K -$53.4K -382 -7%
CCMG
586
Clark Capital Management Group
Pennsylvania
$715K +$5.45K +39 +0.8%
LA
587
LVW Advisors
New York
$714K +$729K +5,216 New
BP
588
Ballentine Partners
Massachusetts
$712K -$49.9K -357 -6%
MM
589
Meridian Management
Arkansas
$712K
RA
590
Ruggaard & Associates
Ohio
$712K
QCM
591
QRG Capital Management
Illinois
$711K -$12K -86 -2%
LTI
592
Laffer Tengler Investments
Tennessee
$709K
WKSWA
593
White Knight Strategic Wealth Advisors
New Jersey
$706K +$6.43K +46 +0.9%
GC
594
Gilbert & Cook
Iowa
$704K +$57.6K +412 +9%
ESB
595
Essex Savings Bank
Connecticut
$702K -$2.1K -15 -0.3%
SHJ
596
Sharkey, Howes & Javer
Colorado
$699K
BMCM
597
Bryn Mawr Capital Management
Pennsylvania
$698K +$162K +1,157 +29%
LRPA
598
L. Roy Papp & Associates
Arizona
$697K +$140 +1 +0%
OL
599
Owen LaRue
Kentucky
$697K -$9.22K -66 -1%
FWTB
600
First Western Trust Bank
Colorado
$696K -$16.1K -115 -2%