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iShares Russell Mid-Cap Growth ETF

1,147 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, 354 increasing their positions, 363 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 funds holding

Funds holding:

2% less repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 363

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
1,147
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
SMC
626
Smith, Moore & Co
Missouri
$580K
PWMG
627
Prestige Wealth Management Group
New Jersey
$579K
IAN
628
Integrated Advisors Network
Texas
$577K
HW
629
Hancock Whitney
Mississippi
$576K
CPSC
630
Carl P. Sherr & Co
Massachusetts
$572K
LA
631
Legacy Advisors
Pennsylvania
$571K
BWP
632
Baldwin Wealth Partners
Massachusetts
$570K
BMCM
633
Bryn Mawr Capital Management
Pennsylvania
$562K
CCM
634
Compass Capital Management
Minnesota
$559K
KF
635
KKM Financial
Illinois
$557K
GC
636
Grimes & Company
Massachusetts
$556K
CCM
637
Cohen Capital Management
California
$555K
FF
638
Finley Financial
Nevada
$547K
HTC
639
Haverford Trust Company
Pennsylvania
$545K
MC
640
Middleton & Co
Massachusetts
$544K
SA
641
Skyline Advisors
Washington
$543K
SCA
642
Sage Capital Advisors
South Dakota
$532K
SWA
643
Stratos Wealth Advisors
Ohio
$531K
BWA
644
BlueChip Wealth Advisors
Georgia
$530K
LPAM
645
Lodestar Private Asset Management
California
$523K
SCA
646
St. Clair Advisors
Ohio
$521K
BM
647
Berman McAleer
Maryland
$520K
NW
648
NewEdge Wealth
Pennsylvania
$519K
UWPG
649
Ullmann Wealth Partners Group
Florida
$517K
Fisher Asset Management
650
Fisher Asset Management
Washington
$516K