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iShares Russell Mid-Cap Growth ETF

1,212 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, 400 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: 77.28%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
1,212
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
BHBT
701
Burke & Herbert Bank & Trust
Virginia
$462K
PI
702
PFG Investments
New York
$460K
MAWA
703
Moss Adams Wealth Advisors
Washington
$457K
SFO
704
Standard Family Office
South Dakota
$452K
AIP
705
Almanack Investment Partners
Pennsylvania
$446K
CT
706
Caldwell Trust
Florida
$445K
LWM
707
LJI Wealth Management
Indiana
$444K
ARG
708
Advisory Resource Group
Oklahoma
$444K
BTI
709
Blue Trust Inc
Georgia
$443K
IIC
710
Ironwood Investment Counsel
Arizona
$442K
MMPW
711
Mitchell McLeod Pugh & Williams
Alabama
$441K
CTWM
712
Cherry Tree Wealth Management
Minnesota
$440K
AA
713
Armis Advisers
Georgia
$440K
NAS
714
NWF Advisory Services
California
$439K
PIFP
715
Partners in Financial Planning
Virginia
$439K
JPLA
716
Joseph P. Lucia & Associates
New York
$437K
KA
717
Kovack Advisors
Florida
$437K
IF
718
IRON Financial
Illinois
$437K
ONST
719
Old North State Trust
North Carolina
$434K
BCM
720
Bourgeon Capital Management
Connecticut
$431K
USCWA
721
U.S. Capital Wealth Advisors
Texas
$431K
WA
722
WealthTrust Axiom
Pennsylvania
$430K
FL
723
FreeGulliver LLC
Louisiana
$429K
SC
724
Steph & Co
Wisconsin
$427K
CAL
725
Capital Advisors Ltd
Ohio
$426K