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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
WAC
626
William Allan Corp
Colorado
$535K +$135 +1 +0%
GHA
627
Granite Harbor Advisors
Texas
$534K -$2.84K -21 -0.5%
SOS
628
Silver Oak Securities
Tennessee
$533K +$74K +547 +15%
SMC
629
Smith, Moore & Co
Missouri
$529K +$18.9K +140 +4%
WRPWM
630
Werba Rubin Papier Wealth Management
California
$525K
BAM
631
Berkshire Asset Management
Pennsylvania
$525K
FWM
632
Fingerlakes Wealth Management
New York
$518K +$135 +1 +0%
VDI
633
Vaughan David Investments
Illinois
$514K -$14.3K -106 -3%
LA
634
Legacy Advisors
Pennsylvania
$514K -$54.1K -400 -9%
PWM
635
Perigon Wealth Management
California
$513K -$32.9K -243 -6%
BWP
636
Baldwin Wealth Partners
Massachusetts
$512K
CPSC
637
Carl P. Sherr & Co
Massachusetts
$509K
LA
638
LexAurum Advisors
Kansas
$506K +$535K +3,952 New
FI
639
Financial Insights
Washington
$502K -$21.4K -158 -4%
GC
640
Grimes & Company
Massachusetts
$501K +$271 +2 +0.1%
CCM
641
Cohen Capital Management
California
$500K +$135 +1 +0%
LWM
642
LongView Wealth Management
Georgia
$498K +$49.1K +363 +11%
SWA
643
Stratos Wealth Advisors
Ohio
$493K -$57.9K -428 -10%
FA
644
FF Advisors
California
$491K
CFG
645
Citizens Financial Group
Rhode Island
$489K -$90.7K -670 -15%
MC
646
Middleton & Co
Massachusetts
$489K
BWA
647
BlueChip Wealth Advisors
Georgia
$488K +$11.9K +88 +2%
SA
648
Skyline Advisors
Washington
$488K +$271 +2 +0.1%
JFG
649
Jefferies Financial Group
New York
$488K +$117K +862 +29%
PWMG
650
Prestige Wealth Management Group
New Jersey
$486K -$36.8K -272 -7%