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iShares Russell Mid-Cap Growth ETF

1,169 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 73 funds opening new positions, 380 increasing their positions, 374 reducing their positions, and 97 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: 1,2261,169 (-57)

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: 73 | Existing positions closed: 97

Holders
1,169
Holders Change
-57
Holders Change %
-4.65%
% of All Funds
14.4%
Holding in Top 10
36
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-18.18%
% of All Funds
0.44%
New
73
Increased
380
Reduced
374
Closed
97
Calls
$11.5M
Puts
$5.46M
Net Calls
+$6.05M
Net Calls Change
-$2.88M
Name Holding Trade Value Shares
Change
Change in
Stake
CMA
51
Cedar Mountain Advisors
Oregon
$35M -$29.2K -216 -0.1%
BOH
52
Bank of Hawaii
Hawaii
$33.5M +$1.03M +7,589 +3%
MGIA
53
Moneta Group Investment Advisors
Missouri
$32.9M +$1.75M +12,953 +5%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$32.8M +$490K +3,620 +1%
PFPG
55
Pinnacle Financial Partners (Georgia)
Georgia
$32.5M -$1.35M -9,975 -4%
BPWM
56
Badgley Phelps Wealth Managers
Washington
$31.7M +$911K +6,731 +3%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$31.4M -$12.2M -90,014 -27%
HighTower Advisors
58
HighTower Advisors
Illinois
$31.1M +$995K +7,351 +3%
Kayne Anderson Rudnick Investment Management
59
Kayne Anderson Rudnick Investment Management
California
$30.6M +$9.45M +69,820 +41%
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$29.3M +$119K +877 +0.4%
BF
61
BOK Financial
Oklahoma
$28.9M +$5.56M +41,108 +22%
HFS
62
Hantz Financial Services
Michigan
$28.2M +$2.5M +18,480 +9%
BCI
63
Brinker Capital Investments
Pennsylvania
$26.9M -$2.83M -20,913 -9%
OC
64
Oppenheimer & Co
New York
$25.7M -$554K -4,092 -2%
KAS
65
Kestra Advisory Services
Texas
$25.3M +$1.11M +8,181 +4%
RFA
66
RTD Financial Advisors
Pennsylvania
$24.8M -$1.49M -11,013 -5%
Brown Advisory
67
Brown Advisory
Maryland
$24.8M +$4.32M +31,957 +20%
Lido Advisors
68
Lido Advisors
California
$24.8M -$1.5M -11,055 -5%
EWA
69
EP Wealth Advisors
California
$24.6M +$315K +2,331 +1%
SPIA
70
Steward Partners Investment Advisory
New York
$24.4M +$2.09M +15,482 +9%
PWM
71
Parkway Wealth Management
Texas
$24.2M +$3M +22,151 +14%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$22.7M -$1.99M -14,726 -8%
SW
73
SVB Wealth
Massachusetts
$22.7M -$1.17M -8,631 -5%
AI
74
Accredited Investors
Minnesota
$22.6M -$1.48M -10,931 -6%
IIC
75
Integrated Investment Consultants
Michigan
$22.5M -$740K -5,468 -3%