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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
TCOV
601
Trust Company of Vermont
Vermont
$660K -$33.9K -240 -5%
JHCP
602
Jackson Hole Capital Partners
Oklahoma
$656K
VAF
603
Values Added Financial
District of Columbia
$656K
HSA
604
HBK Sorce Advisory
Pennsylvania
$650K
BIG
605
Brooklyn Investment Group
New York
$648K +$40K +283 +6%
TFCP
606
Twin Focus Capital Partners
Massachusetts
$647K +$408K +2,889 +175%
RA
607
RFG Advisory
Alabama
$645K -$8.48K -60 -1%
UF
608
Univest Financial
Pennsylvania
$644K -$2.26K -16 -0.4%
EFG
609
Elm3 Financial Group
Georgia
$643K -$17.5K -124 -3%
Empower Advisory Group
610
Empower Advisory Group
Colorado
$642K -$12.2K -86 -2%
TRIA
611
Trail Ridge Investment Advisors
Colorado
$632K +$20.8K +147 +3%
CFG
612
Citizens Financial Group
Rhode Island
$618K -$286K -2,021 -32%
QCG
613
Quadrant Capital Group
Ohio
$614K
SS
614
Sunbelt Securities
Texas
$612K +$430K +3,043 +242%
DAS
615
Diversify Advisory Services
Utah
$612K -$81K -573 -12%
MFWP
616
Mosaic Family Wealth Partners
Missouri
$608K +$141 +1 +0%
SIA
617
Stegner Investment Associates
Kentucky
$607K -$19.9K -141 -3%
PWM
618
Perigon Wealth Management
California
$605K -$164K -1,158 -21%
FSA
619
Financial Sense Advisors
California
$604K +$283 +2 +0%
LCM
620
Liberty Capital Management
Michigan
$604K -$1.55K -11 -0.3%
TPWA
621
Twin Peaks Wealth Advisors
California
$602K +$5.93K +42 +1%
JPLA
622
Joseph P. Lucia & Associates
New York
$601K +$22.6K +160 +4%
IWA
623
Icon Wealth Advisors
Texas
$597K +$141 +1 +0%
TWM
624
Topsail Wealth Management
North Carolina
$595K +$42.4K +300 +8%
FI
625
Financial Insights
Washington
$593K