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iShares Russell Mid-Cap Growth ETF

1,222 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 150 funds opening new positions, 400 increasing their positions, 333 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1.23% more ownership

Funds ownership: 77.29%78.52% (+1.2%)

2% more capital invested

Capital invested by funds: $16B → $16.3B (+$294M)

10% less funds holding in top 10

Funds holding in top 10: 4843 (-5)

Holders
1,222
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
43
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$16.6M
Puts
$7.71M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
726
Bourgeon Capital Management
Connecticut
$431K
USCWA
727
U.S. Capital Wealth Advisors
Texas
$431K
WA
728
WealthTrust Axiom
Pennsylvania
$430K
FL
729
FreeGulliver LLC
Louisiana
$429K
SC
730
Steph & Co
Wisconsin
$427K
CAL
731
Capital Advisors Ltd
Ohio
$426K
RIA
732
Regal Investment Advisors
Michigan
$425K
MAM
733
Madison Asset Management
Wisconsin
$422K
BIM
734
Bridges Investment Management
Nebraska
$421K
ISFAN
735
Investor's Fiduciary Advisor Network
Washington
$421K
SW
736
SkyOak Wealth
Michigan
$421K
WFM
737
Wolff Financial Management
Michigan
$420K
CA
738
Continuum Advisory
Idaho
$416K
MWA
739
Midland Wealth Advisors
Illinois
$413K
Empower Advisory Group
740
Empower Advisory Group
Colorado
$413K
OA
741
Oxbow Advisors
Texas
$412K
PWP
742
Perfromance Wealth Partners
Illinois
$412K
CCM
743
Compass Capital Management
Minnesota
$411K
TCBWMS
744
Texas Capital Bank Wealth Management Services
Texas
$411K
PWM
745
Parkshore Wealth Management
California
$408K
TCM
746
Tassel Capital Management
North Carolina
$408K
LIA
747
LifePlan Investment Advisors
North Carolina
$406K
SFG
748
Snider Financial Group
Washington
$405K
FTC
749
Farmers Trust Company
Ohio
$405K
JFG
750
Jefferies Financial Group
New York
$403K