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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
AA
651
Armis Advisers
Georgia
$486K +$16.6K +123 +4%
NW
652
NewEdge Wealth
Pennsylvania
$478K -$727K -5,375 -59%
HTC
653
Haverford Trust Company
Pennsylvania
$473K -$18K -133 -3%
FFS
654
Founders Financial Securities
Maryland
$472K -$816K -6,033 -63%
LPAM
655
Lodestar Private Asset Management
California
$470K
SCA
656
St. Clair Advisors
Ohio
$469K
BM
657
Berman McAleer
Maryland
$468K
UWPG
658
Ullmann Wealth Partners Group
Florida
$465K +$135 +1 +0%
CHC
659
City Holding Co
West Virginia
$461K -$8.8K -65 -2%
AHC
660
Anderson Hoagland & Co
Missouri
$461K
BWA
661
BlueSky Wealth Advisors
North Carolina
$459K -$3.92K -29 -0.8%
SMA
662
Sage Mountain Advisors
Georgia
$457K
TYCC
663
Texas Yale Capital Corp
Florida
$456K -$3.65K -27 -0.8%
CF
664
Centaurus Financial
California
$455K +$5.28K +39 +1%
PIA
665
Polaris Investment Advisors
Massachusetts
$452K
PI
666
PFG Investments
New York
$451K +$21.8K +161 +5%
FLPIM
667
F.L. Putnam Investment Management
Massachusetts
$450K +$3.52K +26 +0.7%
SQA
668
Simon Quick Advisors
New Jersey
$449K
HWA
669
Heritage Wealth Advisors
Virginia
$448K -$291K -2,152 -38%
AA
670
Aufman Associates
Pennsylvania
$448K
EWM
671
Evercore Wealth Management
New York
$448K
SIM
672
Stratos Investment Management
Ohio
$448K +$135 +1 +0%
SWA
673
Strategies Wealth Advisors
Michigan
$445K +$135 +1 +0%
NAS
674
NWF Advisory Services
California
$438K +$28.7K +212 +7%
FFN
675
Focus Financial Network
Minnesota
$433K -$43K -318 -9%