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iShares Russell Mid-Cap Growth ETF

1,140 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 75 funds opening new positions, 353 increasing their positions, 359 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1% less funds holding

Funds holding: 1,1521,140 (-12)

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
1,140
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
CPSC
626
Carl P. Sherr & Co
Massachusetts
$572K
LA
627
Legacy Advisors
Pennsylvania
$571K
BWP
628
Baldwin Wealth Partners
Massachusetts
$570K
BMCM
629
Bryn Mawr Capital Management
Pennsylvania
$562K
CCM
630
Compass Capital Management
Minnesota
$559K
KF
631
KKM Financial
Illinois
$557K
GC
632
Grimes & Company
Massachusetts
$556K
CCM
633
Cohen Capital Management
California
$555K
FF
634
Finley Financial
Nevada
$547K
HTC
635
Haverford Trust Company
Pennsylvania
$545K
MC
636
Middleton & Co
Massachusetts
$544K
SA
637
Skyline Advisors
Washington
$543K
SCA
638
Sage Capital Advisors
South Dakota
$532K
SWA
639
Stratos Wealth Advisors
Ohio
$531K
BWA
640
BlueChip Wealth Advisors
Georgia
$530K
LPAM
641
Lodestar Private Asset Management
California
$523K
SCA
642
St. Clair Advisors
Ohio
$521K
BM
643
Berman McAleer
Maryland
$520K
NW
644
NewEdge Wealth
Pennsylvania
$519K
UWPG
645
Ullmann Wealth Partners Group
Florida
$517K
Fisher Asset Management
646
Fisher Asset Management
Washington
$516K
FA
647
FF Advisors
California
$516K
CFA
648
Cahill Financial Advisors
Minnesota
$515K
TWP
649
Total Wealth Planning
Ohio
$514K
AHC
650
Anderson Hoagland & Co
Missouri
$513K