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iShares Russell Mid-Cap Growth ETF

1,160 hedge funds and large institutions have $16B invested in iShares Russell Mid-Cap Growth ETF in 2025 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 357 increasing their positions, 368 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 59

12.78% more ownership

Funds ownership: 64.52%77.3% (+13%)

12% more capital invested

Capital invested by funds: $14.3B → $16B (+$1.74B)

0% less funds holding

Funds holding: 1,1641,160 (-4)

3% less repeat investments, than reductions

Existing positions increased: 357 | Existing positions reduced: 368

6% less funds holding in top 10

Funds holding in top 10: 5148 (-3)

38% less call options, than puts

Call options by funds: $23.8M | Put options by funds: $38.1M

Holders
1,160
Holders Change
-4
Holders Change %
-0.34%
% of All Funds
15.23%
Holding in Top 10
48
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.88%
% of All Funds
0.63%
New
74
Increased
357
Reduced
368
Closed
59
Calls
$23.8M
Puts
$38.1M
Net Calls
-$14.3M
Net Calls Change
+$5.58M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
701
Capital Advisors Ltd
Ohio
$443K
SCTC
702
Sanibel Captiva Trust Company
Florida
$441K
STA
703
Summit Trail Advisors
New York
$441K +$141 +1 +0%
ARG
704
Advisory Resource Group
Oklahoma
$439K -$9.47K -67 -2%
PAG
705
Paladin Advisory Group
Iowa
$439K
OA
706
Oxbow Advisors
Texas
$439K
MAM
707
Madison Asset Management
Wisconsin
$438K
BIM
708
Bridges Investment Management
Nebraska
$438K
NAS
709
NWF Advisory Services
California
$436K -$9.89K -70 -2%
HA
710
HFG Advisors
Ohio
$435K
CA
711
Continuum Advisory
Idaho
$432K
RIA
712
Regal Investment Advisors
Michigan
$431K +$15.1K +107 +4%
MWA
713
Midland Wealth Advisors
Illinois
$429K
PWP
714
Perfromance Wealth Partners
Illinois
$428K
MAV
715
Mason & Associates (Virginia)
Virginia
$427K
CIM
716
Cambria Investment Management
California
$427K -$20.3K -144 -5%
EF
717
Empowered Funds
Pennsylvania
$427K -$20.3K -144 -5%
Fiera Capital (Canada)
718
Fiera Capital (Canada)
Quebec, Canada
$424K -$7.07K -50 -2%
TCM
719
Tassel Capital Management
North Carolina
$424K +$283 +2 +0.1%
PWM
720
Parkshore Wealth Management
California
$424K
TC
721
Trilogy Capital
California
$417K -$10.5K -74 -2%
SRC
722
Sage Rhino Capital
California
$416K
BPWM
723
BCS Private Wealth Management
New Jersey
$416K
APG
724
Abacus Planning Group
South Carolina
$416K +$93.4K +661 +29%
VOYA Investment Management
725
VOYA Investment Management
Georgia
$415K -$10.4M -73,352 -96%