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iShares Russell Mid-Cap Growth ETF

1,226 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 151 funds opening new positions, 401 increasing their positions, 333 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 66

116% more call options, than puts

Call options by funds: $16.6M | Put options by funds: $7.71M

20% more repeat investments, than reductions

Existing positions increased: 401 | Existing positions reduced: 333

6% more funds holding

Funds holding: 1,1591,226 (+67)

1.27% more ownership

Funds ownership: 77.3%78.56% (+1.3%)

2% more capital invested

Capital invested by funds: $16B → $16.3B (+$301M)

8% less funds holding in top 10

Funds holding in top 10: 4844 (-4)

Holders
1,226
Holders Change
+67
Holders Change %
+5.78%
% of All Funds
14.92%
Holding in Top 10
44
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.33%
% of All Funds
0.54%
New
151
Increased
401
Reduced
333
Closed
66
Calls
$16.6M
Puts
$7.71M
Net Calls
+$8.93M
Net Calls Change
+$23.2M
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
701
Independent Advisor Alliance
North Carolina
$474K
WLIM
702
White Lighthouse Investment Management
Massachusetts
$474K +$104K +744 +27%
AFG
703
Atomi Financial Group
New York
$473K +$281K +2,010 +139%
LWM
704
LongView Wealth Management
Georgia
$472K +$8.94K +64 +2%
SAW
705
Signal Advisors Wealth
Michigan
$467K -$12.9K -92 -3%
CG
706
Caprock Group
Idaho
$465K +$18.4K +132 +4%
RhumbLine Advisers
707
RhumbLine Advisers
Massachusetts
$463K +$472K +3,380 New
BHBT
708
Burke & Herbert Bank & Trust
Virginia
$462K -$890K -6,370 -65%
PI
709
PFG Investments
New York
$460K +$62.2K +445 +15%
MAWA
710
Moss Adams Wealth Advisors
Washington
$457K -$4.19K -30 -0.9%
SFO
711
Standard Family Office
South Dakota
$452K
AIP
712
Almanack Investment Partners
Pennsylvania
$446K +$455K +3,256 New
CT
713
Caldwell Trust
Florida
$445K
LWM
714
LJI Wealth Management
Indiana
$444K
ARG
715
Advisory Resource Group
Oklahoma
$444K +$22.1K +158 +5%
BTI
716
Blue Trust Inc
Georgia
$443K +$98.9K +708 +28%
IIC
717
Ironwood Investment Counsel
Arizona
$442K +$170K +1,218 +61%
MMPW
718
Mitchell McLeod Pugh & Williams
Alabama
$441K
CTWM
719
Cherry Tree Wealth Management
Minnesota
$440K
AA
720
Armis Advisers
Georgia
$440K -$1.4K -10 -0.3%
NAS
721
NWF Advisory Services
California
$439K +$20.3K +145 +5%
PIFP
722
Partners in Financial Planning
Virginia
$439K -$27.9K -200 -6%
JPLA
723
Joseph P. Lucia & Associates
New York
$437K -$143K -1,026 -24%
KA
724
Kovack Advisors
Florida
$437K +$446K +3,189 New
IF
725
IRON Financial
Illinois
$437K -$13.3K -95 -3%