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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
PI
726
PFG Investments
New York
$415K +$11.3K +80 +3%
HFA
727
High Falls Advisors
New York
$412K +$8.62K +61 +2%
KL
728
KilterHowling LLC
Colorado
$409K +$283 +2 +0.1%
GWP
729
Gateway Wealth Partners
Wisconsin
$406K -$30K -212 -7%
GPWM
730
Grant Private Wealth Management
California
$406K +$403K +2,854 New
LIA
731
LifePlan Investment Advisors
North Carolina
$403K +$15.1K +107 +4%
AA
732
Advisory Alpha
Michigan
$401K +$1.7K +12 +0.4%
BCM
733
Buckhead Capital Management
Georgia
$400K +$171K +1,211 +76%
BF
734
Baring Financial
Washington
$400K -$8.2K -58 -2%
MWP
735
Madison Wealth Partners
Wisconsin
$398K
USCWA
736
U.S. Capital Wealth Advisors
Texas
$398K +$65.3K +462 +20%
RWA
737
Redhawk Wealth Advisors
Minnesota
$395K -$17.1K -121 -4%
XPN
738
XY Planning Network
Montana
$394K
SPWG
739
Syntegra Private Wealth Group
Missouri
$394K
JIC
740
Joel Isaacson & Co
New York
$392K +$141 +1 +0%
IFWM
741
Institute for Wealth Management
Colorado
$392K +$152K +1,075 +64%
WLIM
742
White Lighthouse Investment Management
Massachusetts
$387K -$42.4K -300 -10%
MFA
743
Mayflower Financial Advisors
Massachusetts
$385K
KLI
744
Kelman-Lazarov Inc
Tennessee
$384K +$381K +2,698 New
ECA
745
Elevated Capital Advisors
Utah
$383K
BWM
746
BCGM Wealth Management
Indiana
$382K +$11.9K +84 +3%
CFP
747
Cascade Financial Partners
California
$381K
EIP
748
Easterly Investment Partners
Massachusetts
$379K
HP
749
Holistic Planning
Texas
$379K -$30.1K -213 -7%
AA
750
Argent Advisors
Louisiana
$377K -$21.2K -150 -5%