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iShares Russell Mid-Cap Growth ETF

1,150 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, 356 increasing their positions, 367 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

3% less repeat investments, than reductions

Existing positions increased: 356 | Existing positions reduced: 367

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
1,150
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
48
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$23.8M
Puts
$38.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HSA
601
HBK Sorce Advisory
Pennsylvania
$650K
BIG
602
Brooklyn Investment Group
New York
$648K
TFCP
603
Twin Focus Capital Partners
Massachusetts
$647K
RA
604
RFG Advisory
Alabama
$645K
UF
605
Univest Financial
Pennsylvania
$644K
EFG
606
Elm3 Financial Group
Georgia
$643K
Empower Advisory Group
607
Empower Advisory Group
Colorado
$642K
TRIA
608
Trail Ridge Investment Advisors
Colorado
$632K
CFG
609
Citizens Financial Group
Rhode Island
$618K
QCG
610
Quadrant Capital Group
Ohio
$614K
SS
611
Sunbelt Securities
Texas
$612K
DAS
612
Diversify Advisory Services
Utah
$612K
MFWP
613
Mosaic Family Wealth Partners
Missouri
$608K
SIA
614
Stegner Investment Associates
Kentucky
$607K
PWM
615
Perigon Wealth Management
California
$605K
FSA
616
Financial Sense Advisors
California
$604K
LCM
617
Liberty Capital Management
Michigan
$604K
TPWA
618
Twin Peaks Wealth Advisors
California
$602K
JPLA
619
Joseph P. Lucia & Associates
New York
$601K
IWA
620
Icon Wealth Advisors
Texas
$597K
TWM
621
Topsail Wealth Management
North Carolina
$595K
GHA
622
Granite Harbor Advisors
Texas
$591K
FWM
623
Fingerlakes Wealth Management
New York
$587K
BAM
624
Berkshire Asset Management
Pennsylvania
$586K
SFG
625
Snider Financial Group
Washington
$584K