We are live on ! Find out more
IWP icon

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
GHA
626
Granite Harbor Advisors
Texas
$591K +$586K +4,147 New
FWM
627
Fingerlakes Wealth Management
New York
$587K +$565 +4 +0.1%
BAM
628
Berkshire Asset Management
Pennsylvania
$586K
SFG
629
Snider Financial Group
Washington
$584K +$27.4K +194 +5%
WRPWM
630
Werba Rubin Papier Wealth Management
California
$583K +$424 +3 +0.1%
SMC
631
Smith, Moore & Co
Missouri
$580K -$424 -3 -0.1%
PWMG
632
Prestige Wealth Management Group
New Jersey
$579K -$14.3K -101 -2%
IAN
633
Integrated Advisors Network
Texas
$577K
HW
634
Hancock Whitney
Mississippi
$576K -$7.77K -55 -1%
CPSC
635
Carl P. Sherr & Co
Massachusetts
$572K -$20.2K -143 -3%
LA
636
Legacy Advisors
Pennsylvania
$571K +$566K +4,008 New
BWP
637
Baldwin Wealth Partners
Massachusetts
$570K
BMCM
638
Bryn Mawr Capital Management
Pennsylvania
$562K +$144K +1,019 +35%
CCM
639
Compass Capital Management
Minnesota
$559K +$555K +3,928 New
KF
640
KKM Financial
Illinois
$557K
GC
641
Grimes & Company
Massachusetts
$556K +$130K +921 +31%
CCM
642
Cohen Capital Management
California
$555K +$141 +1 +0%
FF
643
Finley Financial
Nevada
$547K
HTC
644
Haverford Trust Company
Pennsylvania
$545K -$410K -2,904 -43%
MC
645
Middleton & Co
Massachusetts
$544K
SA
646
Skyline Advisors
Washington
$543K +$141 +1 +0%
SCA
647
Sage Capital Advisors
South Dakota
$532K +$1.13K +8 +0.2%
SWA
648
Stratos Wealth Advisors
Ohio
$531K +$5.09K +36 +1%
BWA
649
BlueChip Wealth Advisors
Georgia
$530K
LPAM
650
Lodestar Private Asset Management
California
$523K +$5.93K +42 +1%