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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
VA
601
Valmark Advisers
Ohio
$696K -$235K -1,679 -25%
UF
602
Univest Financial
Pennsylvania
$694K +$77K +551 +12%
B
603
Bensler
Washington
$694K -$244K -1,744 -26%
SAI
604
Savvy Advisors Inc
New York
$692K -$98.7K -706 -12%
HP
605
Holistic Planning
Texas
$690K +$332K +2,377 +89%
CIM
606
Contravisory Investment Management
Massachusetts
$689K -$16.2K -116 -2%
WP
607
WealthPLAN Partners
Nebraska
$687K -$14.7K -105 -2%
FWMP
608
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$687K
MCM
609
Manchester Capital Management
Vermont
$687K -$94.6K -677 -12%
WPC
610
White Pine Capital
Minnesota
$686K
OE
611
October Effect
Virginia
$686K -$22.6K -162 -3%
D.E. Shaw & Co
612
D.E. Shaw & Co
New York
$686K +$700K +5,008 New
OP
613
ORG Partners
Indiana
$679K +$227K +1,627 +49%
BFA
614
Bragg Financial Advisors
North Carolina
$678K
B
615
Bailard
California
$675K
AA
616
Aire Advisors
California
$662K
WIP
617
WealthCare Investment Partners
Rhode Island
$659K +$9.5K +68 +1%
PCA
618
Providence Capital Advisors
North Carolina
$658K -$143K -1,024 -18%
C
619
Certuity
Florida
$656K -$19.6K -140 -3%
SC
620
SouthState Corp
Florida
$655K -$98.9K -708 -13%
National Bank of Canada
621
National Bank of Canada
Quebec, Canada
$651K -$153K -1,094 -19%
SB
622
Strategic Blueprint
Georgia
$651K -$26.8K -192 -4%
RIS
623
Retirement Income Solutions
Michigan
$647K -$96.7K -692 -13%
CT
624
Colonial Trust
South Carolina
$642K -$5.31K -38 -0.8%
PWP
625
Principle Wealth Partners
Connecticut
$640K