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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
PWP
601
Principle Wealth Partners
Connecticut
$598K
CT
602
Colonial Trust
South Carolina
$597K -$3.25K -24 -0.5%
AA
603
Advisory Advocates
Michigan
$591K
JHCP
604
Jackson Hole Capital Partners
Oklahoma
$590K
VAF
605
Values Added Financial
District of Columbia
$590K
HP
606
Holistic Planning
Texas
$589K -$59.7K -441 -9%
CIM
607
Contravisory Investment Management
Massachusetts
$577K -$70.9K -524 -10%
EFG
608
Elm3 Financial Group
Georgia
$575K -$16.2K -120 -3%
CG
609
Caprock Group
Idaho
$574K +$147K +1,087 +32%
PLU
610
Performa Ltd (US)
South Carolina
$572K +$135 +1 +0%
VOYA Investment Management
611
VOYA Investment Management
Georgia
$569K -$8.66K -64 -1%
MFWP
612
Mosaic Family Wealth Partners
Missouri
$569K +$25.3K +187 +4%
DWM
613
Diversify Wealth Management
Utah
$563K +$571K +4,221 New
DWA
614
Dougherty Wealth Advisers
Minnesota
$561K -$359K -2,655 -38%
IWA
615
Icon Wealth Advisors
Texas
$559K -$406 -3 -0.1%
YIH
616
Y-Intercept (HK)
Hong Kong
$557K +$588K +4,346 New
National Bank of Canada
617
National Bank of Canada
Quebec, Canada
$555K -$58.6K -433 -9%
QCG
618
Quadrant Capital Group
Ohio
$553K
CA
619
CSM Advisors
Pennsylvania
$551K -$338K -2,500 -37%
TRIA
620
Trail Ridge Investment Advisors
Colorado
$546K -$3.92K -29 -0.7%
CWM
621
Chicago Wealth Management
Illinois
$545K
V
622
ViaWealth
Kansas
$543K
TWM
623
Topsail Wealth Management
North Carolina
$541K -$2.03K -15 -0.4%
RA
624
RFG Advisory
Alabama
$540K -$40.1K -296 -7%
KF
625
KKM Financial
Illinois
$535K