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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
SCA
651
St. Clair Advisors
Ohio
$521K
BM
652
Berman McAleer
Maryland
$520K +$516K +3,649 New
NW
653
NewEdge Wealth
Pennsylvania
$519K -$199K -1,411 -27%
UWPG
654
Ullmann Wealth Partners Group
Florida
$517K
Fisher Asset Management
655
Fisher Asset Management
Washington
$516K +$512K +3,621 New
FA
656
FF Advisors
California
$516K
CFA
657
Cahill Financial Advisors
Minnesota
$515K +$511K +3,614 New
TWP
658
Total Wealth Planning
Ohio
$514K -$61.5K -435 -11%
AHC
659
Anderson Hoagland & Co
Missouri
$513K
TYCC
660
Texas Yale Capital Corp
Florida
$511K
BWA
661
BlueSky Wealth Advisors
North Carolina
$510K
CHC
662
City Holding Co
West Virginia
$508K +$43.4K +307 +9%
SMA
663
Sage Mountain Advisors
Georgia
$508K
SQA
664
Simon Quick Advisors
New Jersey
$500K +$496K +3,508 New
SAW
665
Signal Advisors Wealth
Michigan
$499K -$2.97K -21 -0.6%
AA
666
Aufman Associates
Pennsylvania
$498K
EWM
667
Evercore Wealth Management
New York
$498K
SIM
668
Stratos Investment Management
Ohio
$498K
SWA
669
Strategies Wealth Advisors
Michigan
$494K
IAA
670
Independent Advisor Alliance
North Carolina
$493K +$104K +735 +27%
MOS
671
MGO One Seven
Ohio
$490K +$43.1K +305 +10%
AA
672
Armis Advisers
Georgia
$489K +$487K +3,447 New
PIFP
673
Partners in Financial Planning
Virginia
$485K +$141 +1 +0%
OP
674
ORG Partners
Indiana
$482K +$197K +1,394 +72%
PPC
675
Park Place Capital
Alabama
$481K -$151K -1,068 -24%