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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

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

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
Holders Change %
% of All Funds
Holding in Top 10
36
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.5M
Puts
$5.46M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BHBT
676
Burke & Herbert Bank & Trust
Virginia
$433K
RIA
677
Regal Investment Advisors
Michigan
$431K
MAWA
678
Moss Adams Wealth Advisors
Washington
$428K
JPLA
679
Joseph P. Lucia & Associates
New York
$427K
SAW
680
Signal Advisors Wealth
Michigan
$427K
USCWA
681
U.S. Capital Wealth Advisors
Texas
$426K
EPW
682
Evolve Private Wealth
California
$423K
FF
683
Finley Financial
Nevada
$423K
SFO
684
Standard Family Office
South Dakota
$423K
LWM
685
LJI Wealth Management
Indiana
$420K
BB
686
Busey Bank
Illinois
$419K
RHIG
687
R.H. Investment Group
Arizona
$419K
NWM
688
Navigation Wealth Management
Colorado
$418K
AIP
689
Almanack Investment Partners
Pennsylvania
$417K
IA
690
Invested Advisors
Pennsylvania
$417K
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
PIFP
694
Partners in Financial Planning
Virginia
$411K
ONST
695
Old North State Trust
North Carolina
$406K
ARG
696
Advisory Resource Group
Oklahoma
$405K
OWM
697
Orgel Wealth Management
Wisconsin
$404K
BCM
698
Bourgeon Capital Management
Connecticut
$404K
WA
699
WealthTrust Axiom
Pennsylvania
$403K
RYIA
700
Roehl & Yi Investment Advisors
Oregon
$403K