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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
BHBT
676
Burke & Herbert Bank & Trust
Virginia
$433K
RIA
677
Regal Investment Advisors
Michigan
$431K +$35.3K +261 +8%
MAWA
678
Moss Adams Wealth Advisors
Washington
$428K
JPLA
679
Joseph P. Lucia & Associates
New York
$427K +$19.2K +142 +4%
SAW
680
Signal Advisors Wealth
Michigan
$427K -$10.8K -80 -2%
USCWA
681
U.S. Capital Wealth Advisors
Texas
$426K +$24K +177 +6%
EPW
682
Evolve Private Wealth
California
$423K +$447K +3,304 New
FF
683
Finley Financial
Nevada
$423K -$73.1K -540 -14%
SFO
684
Standard Family Office
South Dakota
$423K
LWM
685
LJI Wealth Management
Indiana
$420K +$4.06K +30 +0.9%
BB
686
Busey Bank
Illinois
$419K +$122K +900 +38%
RHIG
687
R.H. Investment Group
Arizona
$419K +$427K +3,156 New
NWM
688
Navigation Wealth Management
Colorado
$418K +$69.3K +512 +19%
AIP
689
Almanack Investment Partners
Pennsylvania
$417K
IA
690
Invested Advisors
Pennsylvania
$417K +$63.5K +469 +17%
MMPW
691
Mitchell McLeod Pugh & Williams
Alabama
$416K
CT
692
Caldwell Trust
Florida
$416K
D.E. Shaw & Co
693
D.E. Shaw & Co
New York
$416K -$238K -1,762 -35%
PIFP
694
Partners in Financial Planning
Virginia
$411K +$135 +1 +0%
ONST
695
Old North State Trust
North Carolina
$406K
ARG
696
Advisory Resource Group
Oklahoma
$405K -$11.5K -85 -3%
OWM
697
Orgel Wealth Management
Wisconsin
$404K +$159K +1,175 +59%
BCM
698
Bourgeon Capital Management
Connecticut
$404K
WA
699
WealthTrust Axiom
Pennsylvania
$403K
RYIA
700
Roehl & Yi Investment Advisors
Oregon
$403K -$69.7K -515 -14%