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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
BWA
676
BlueChip Wealth Advisors
Georgia
$510K
HW
677
Hancock Whitney
Mississippi
$508K -$46.7K -334 -8%
FFN
678
Focus Financial Network
Minnesota
$507K -$2.22M -15,875 -81%
LPAM
679
Lodestar Private Asset Management
California
$503K -$419 -3 -0.1%
CHC
680
City Holding Co
West Virginia
$502K +$14K +100 +3%
SCA
681
St. Clair Advisors
Ohio
$501K
RYIA
682
Roehl & Yi Investment Advisors
Oregon
$501K +$72K +515 +16%
SOS
683
Silver Oak Securities
Tennessee
$500K +$505K +3,613 New
BM
684
Berman McAleer
Maryland
$500K
FA
685
FF Advisors
California
$496K
CFA
686
Cahill Financial Advisors
Minnesota
$495K
BWA
687
BlueSky Wealth Advisors
North Carolina
$495K +$4.05K +29 +0.8%
AHC
688
Anderson Hoagland & Co
Missouri
$493K
RIA
689
Realta Investment Advisors
Delaware
$492K +$401K +2,869 +396%
TYCC
690
Texas Yale Capital Corp
Florida
$491K
SMA
691
Sage Mountain Advisors
Georgia
$488K
PIA
692
Polaris Investment Advisors
Massachusetts
$484K +$493K +3,531 New
CF
693
Centaurus Financial
California
$481K +$41.9K +300 +9%
SQA
694
Simon Quick Advisors
New Jersey
$480K
AA
695
Aufman Associates
Pennsylvania
$479K
EWM
696
Evercore Wealth Management
New York
$479K
SIM
697
Stratos Investment Management
Ohio
$479K +$140 +1 +0%
HNWA
698
Henrickson Nauta Wealth Advisors
Michigan
$478K +$235K +1,683 +100%
FLPIM
699
F.L. Putnam Investment Management
Massachusetts
$477K +$21.4K +153 +5%
SWA
700
Strategies Wealth Advisors
Michigan
$475K +$140 +1 +0%