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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
MAWA
676
Moss Adams Wealth Advisors
Washington
$480K -$18.4K -130 -4%
FLPIM
677
F.L. Putnam Investment Management
Massachusetts
$475K -$24.7K -175 -5%
LKBC
678
L.K. Benson & Company
Maryland
$472K
JSA
679
Jim Saulnier & Associates
Colorado
$470K +$467K +3,303 New
SFO
680
Standard Family Office
South Dakota
$470K
MMPW
681
Mitchell McLeod Pugh & Williams
Alabama
$468K -$40.3K -285 -8%
IF
682
IRON Financial
Illinois
$468K -$13.1K -93 -3%
LWM
683
LongView Wealth Management
Georgia
$466K +$7.35K +52 +2%
CG
684
Caprock Group
Idaho
$466K +$461K +3,261 New
WA
685
WealthTrust Axiom
Pennsylvania
$463K +$20.5K +145 +5%
CT
686
Caldwell Trust
Florida
$463K
LWM
687
LJI Wealth Management
Indiana
$462K
CTWM
688
Cherry Tree Wealth Management
Minnesota
$458K
CF
689
Centaurus Financial
California
$457K +$3.53K +25 +0.8%
SC
690
Steph & Co
Wisconsin
$457K -$3.25K -23 -0.7%
ONST
691
Old North State Trust
North Carolina
$455K
TNA
692
True North Advisors
Texas
$453K
BWA
693
Burt Wealth Advisors
Maryland
$452K -$21.2K -150 -5%
TCBWMS
694
Texas Capital Bank Wealth Management Services
Texas
$449K -$34.2K -242 -7%
BCM
695
Bourgeon Capital Management
Connecticut
$449K
FL
696
FreeGulliver LLC
Louisiana
$449K +$424 +3 +0.1%
RYIA
697
Roehl & Yi Investment Advisors
Oregon
$447K
WFM
698
Wolff Financial Management
Michigan
$447K +$3.39K +24 +0.8%
CAI
699
Capital Advisors Inc
Oklahoma
$447K +$18.9K +134 +4%
SW
700
SkyOak Wealth
Michigan
$446K