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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
MCA
626
Maryland Capital Advisors
Maryland
$638K
WIM
627
WealthPlan Investment Management
Nebraska
$637K -$419 -3 -0.1%
AA
628
Advisory Advocates
Michigan
$631K +$644K +4,610 New
EFG
629
Elm3 Financial Group
Georgia
$631K +$12.9K +92 +2%
JHCP
630
Jackson Hole Capital Partners
Oklahoma
$631K
VAF
631
Values Added Financial
District of Columbia
$630K
PPC
632
Park Place Capital
Alabama
$626K +$166K +1,191 +35%
RA
633
RFG Advisory
Alabama
$618K -$2.65K -19 -0.4%
VOYA Investment Management
634
VOYA Investment Management
Georgia
$617K +$222K +1,587 +54%
CFG
635
Citizens Financial Group
Rhode Island
$615K +$20.7K +148 +3%
PLU
636
Performa Ltd (US)
South Carolina
$611K +$420K +3,005 +206%
FSA
637
Financial Sense Advisors
California
$605K +$24.7K +177 +4%
LA
638
Legacy Advisors
Pennsylvania
$604K +$55.9K +400 +10%
Fiera Capital (Canada)
639
Fiera Capital (Canada)
Quebec, Canada
$600K +$196K +1,402 +47%
HSA
640
HBK Sorce Advisory
Pennsylvania
$599K -$17.7K -127 -3%
QCG
641
Quadrant Capital Group
Ohio
$591K
TRIA
642
Trail Ridge Investment Advisors
Colorado
$588K -$20.5K -147 -3%
KCM
643
Key Capital Management
Tennessee
$587K +$600K +4,290 New
SS
644
Sunbelt Securities
Texas
$587K -$1.4K -10 -0.2%
SWA
645
Stratos Wealth Advisors
Ohio
$586K +$76.2K +545 +15%
CWM
646
Chicago Wealth Management
Illinois
$583K -$102K -730 -15%
MFWP
647
Mosaic Family Wealth Partners
Missouri
$582K
PWM
648
Perigon Wealth Management
California
$582K -$140 -1 -0%
V
649
ViaWealth
Kansas
$580K -$119K -850 -17%
TWM
650
Topsail Wealth Management
North Carolina
$580K +$7.55K +54 +1%