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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
IWA
651
Icon Wealth Advisors
Texas
$575K
GHA
652
Granite Harbor Advisors
Texas
$574K +$6.29K +45 +1%
WAC
653
William Allan Corp
Colorado
$572K +$583K +4,175 New
IAN
654
Integrated Advisors Network
Texas
$564K +$9.92K +71 +2%
VDI
655
Vaughan David Investments
Illinois
$564K -$135K -968 -19%
WRPWM
656
Werba Rubin Papier Wealth Management
California
$561K +$559 +4 +0.1%
BAM
657
Berkshire Asset Management
Pennsylvania
$561K -$2.38K -17 -0.4%
FI
658
Financial Insights
Washington
$559K -$11.6K -83 -2%
PWMG
659
Prestige Wealth Management Group
New Jersey
$557K
FWM
660
Fingerlakes Wealth Management
New York
$553K -$11.2K -80 -2%
BWP
661
Baldwin Wealth Partners
Massachusetts
$548K
SMC
662
Smith, Moore & Co
Missouri
$546K -$11.6K -83 -2%
CPSC
663
Carl P. Sherr & Co
Massachusetts
$539K -$6.43K -46 -1%
GC
664
Grimes & Company
Massachusetts
$536K +$559 +4 +0.1%
KF
665
KKM Financial
Illinois
$535K
SCA
666
Snowden Capital Advisors
New York
$535K +$546K +3,908 New
CCM
667
Cohen Capital Management
California
$534K +$140 +1 +0%
FF
668
Finley Financial
Nevada
$526K
DAS
669
Diversify Advisory Services
Utah
$525K -$83.9K -600 -14%
HTC
670
Haverford Trust Company
Pennsylvania
$524K
MC
671
Middleton & Co
Massachusetts
$523K
SA
672
Skyline Advisors
Washington
$521K -$559 -4 -0.1%
SHF
673
Stage Harbor Financial
Massachusetts
$519K +$212K +1,516 +67%
UWPG
674
Ullmann Wealth Partners Group
Florida
$516K
SCA
675
Sage Capital Advisors
South Dakota
$512K