We are live on ! Find out more
IWP icon

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
ONST
726
Old North State Trust
North Carolina
$434K -$4.05K -29 -0.9%
BCM
727
Bourgeon Capital Management
Connecticut
$431K
USCWA
728
U.S. Capital Wealth Advisors
Texas
$431K +$49.5K +354 +13%
WA
729
WealthTrust Axiom
Pennsylvania
$430K -$15.4K -110 -3%
FL
730
FreeGulliver LLC
Louisiana
$429K -$2.24K -16 -0.5%
SC
731
Steph & Co
Wisconsin
$427K -$12.7K -91 -3%
CAL
732
Capital Advisors Ltd
Ohio
$426K
RIA
733
Regal Investment Advisors
Michigan
$425K +$10.2K +73 +2%
MAM
734
Madison Asset Management
Wisconsin
$422K
BIM
735
Bridges Investment Management
Nebraska
$421K
ISFAN
736
Investor's Fiduciary Advisor Network
Washington
$421K +$430K +3,079 New
SW
737
SkyOak Wealth
Michigan
$421K -$8.66K -62 -2%
WFM
738
Wolff Financial Management
Michigan
$420K -$10.1K -72 -2%
CA
739
Continuum Advisory
Idaho
$416K -$280 -2 -0.1%
MWA
740
Midland Wealth Advisors
Illinois
$413K
Empower Advisory Group
741
Empower Advisory Group
Colorado
$413K -$209K -1,493 -33%
OA
742
Oxbow Advisors
Texas
$412K -$10.2K -73 -2%
PWP
743
Perfromance Wealth Partners
Illinois
$412K
CCM
744
Compass Capital Management
Minnesota
$411K -$129K -926 -24%
TCBWMS
745
Texas Capital Bank Wealth Management Services
Texas
$411K -$21.5K -154 -5%
PWM
746
Parkshore Wealth Management
California
$408K +$559 +4 +0.1%
TCM
747
Tassel Capital Management
North Carolina
$408K
LIA
748
LifePlan Investment Advisors
North Carolina
$406K +$19.3K +138 +5%
SFG
749
Snider Financial Group
Washington
$405K -$159K -1,139 -28%
FTC
750
Farmers Trust Company
Ohio
$405K +$146K +1,046 +55%