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iShares Russell Mid-Cap Growth ETF

1,168 hedge funds and large institutions have $14.3B invested in iShares Russell Mid-Cap Growth ETF in 2026 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 380 increasing their positions, 374 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $11.5M | Put options by funds: $5.46M

2% more repeat investments, than reductions

Existing positions increased: 380 | Existing positions reduced: 374

2.23% less ownership

Funds ownership: 78.56%76.33% (-2.2%)

5% less funds holding

Funds holding: 1,2261,168 (-58)

12% less capital invested

Capital invested by funds: $16.3B → $14.3B (-$1.97B)

18% less funds holding in top 10

Funds holding in top 10: 4436 (-8)

25% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 96

Holders
1,168
Holders Change
-58
Holders Change %
-4.73%
% of All Funds
14.39%
Holding in Top 10
36
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-18.18%
% of All Funds
0.44%
New
72
Increased
380
Reduced
374
Closed
96
Calls
$11.5M
Puts
$5.46M
Net Calls
+$6.05M
Net Calls Change
-$2.88M
Name Holding Trade Value Shares
Change
Change in
Stake
DIP
576
DT Investment Partners
Pennsylvania
$656K +$406K +3,000 +141%
SHJ
577
Sharkey, Howes & Javer
Colorado
$654K
WKSWA
578
White Knight Strategic Wealth Advisors
New Jersey
$653K -$7.58K -56 -1%
LRPA
579
L. Roy Papp & Associates
Arizona
$653K
UF
580
Univest Financial
Pennsylvania
$650K +$135 +1 +0%
B
581
Bensler
Washington
$649K
OE
582
October Effect
Virginia
$649K +$7.17K +53 +1%
HW
583
Hancock Whitney
Mississippi
$648K +$141K +1,042 +28%
VA
584
Valmark Advisers
Ohio
$645K -$6.77K -50 -1%
OL
585
Owen LaRue
Kentucky
$644K -$8.93K -66 -1%
FWMP
586
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$643K
MCM
587
Manchester Capital Management
Vermont
$643K
WPC
588
White Pine Capital
Minnesota
$642K
FWTB
589
First Western Trust Bank
Colorado
$636K -$16.1K -119 -2%
BFA
590
Bragg Financial Advisors
North Carolina
$636K +$1.76K +13 +0.3%
SG
591
StoneX Group
New York
$635K -$1.14M -8,447 -63%
B
592
Bailard
California
$632K
WIP
593
WealthCare Investment Partners
Rhode Island
$628K +$5.82K +43 +0.9%
AA
594
Aire Advisors
California
$619K +$135 +1 +0%
PCA
595
Providence Capital Advisors
North Carolina
$616K
RB
596
Renasant Bank
Mississippi
$610K -$210K -1,553 -25%
FSA
597
Financial Sense Advisors
California
$607K +$43.6K +322 +7%
RIS
598
Retirement Income Solutions
Michigan
$605K
WLPWM
599
Walled Lake Planning & Wealth Management
Illinois
$605K -$90.9K -672 -12%
SC
600
SouthState Corp
Florida
$600K -$13.7K -101 -2%