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iShares Russell Mid-Cap Growth ETF

1,211 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 143 funds opening new positions, 399 increasing their positions, 331 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1.22% more ownership

Funds ownership: 77.27%78.49% (+1.2%)

2% more capital invested

Capital invested by funds: $16B → $16.3B (+$290M)

10% less funds holding in top 10

Funds holding in top 10: 4843 (-5)

Holders
1,211
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
43
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$16.6M
Puts
$7.71M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BM
676
Berman McAleer
Maryland
$500K
FA
677
FF Advisors
California
$496K
CFA
678
Cahill Financial Advisors
Minnesota
$495K
BWA
679
BlueSky Wealth Advisors
North Carolina
$495K
AHC
680
Anderson Hoagland & Co
Missouri
$493K
RIA
681
Realta Investment Advisors
Delaware
$492K
TYCC
682
Texas Yale Capital Corp
Florida
$491K
SMA
683
Sage Mountain Advisors
Georgia
$488K
PIA
684
Polaris Investment Advisors
Massachusetts
$484K
CF
685
Centaurus Financial
California
$481K
SQA
686
Simon Quick Advisors
New Jersey
$480K
EWM
687
Evercore Wealth Management
New York
$479K
AA
688
Aufman Associates
Pennsylvania
$479K
SIM
689
Stratos Investment Management
Ohio
$479K
HNWA
690
Henrickson Nauta Wealth Advisors
Michigan
$478K
FLPIM
691
F.L. Putnam Investment Management
Massachusetts
$477K
SWA
692
Strategies Wealth Advisors
Michigan
$475K
IAA
693
Independent Advisor Alliance
North Carolina
$474K
WLIM
694
White Lighthouse Investment Management
Massachusetts
$474K
AFG
695
Atomi Financial Group
New York
$473K
LWM
696
LongView Wealth Management
Georgia
$472K
SAW
697
Signal Advisors Wealth
Michigan
$467K
CG
698
Caprock Group
Idaho
$465K
RhumbLine Advisers
699
RhumbLine Advisers
Massachusetts
$463K
BHBT
700
Burke & Herbert Bank & Trust
Virginia
$462K