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iShares Russell Mid-Cap Growth ETF

1,168 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 72 funds opening new positions, 380 increasing their positions, 374 reducing their positions, and 96 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: 1,2261,168 (-58)

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: 72 | Existing positions closed: 96

Holders
1,168
Holders Change
-58
Holders Change %
-4.73%
% of All Funds
14.39%
Holding in Top 10
36
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-18.18%
% of All Funds
0.44%
New
72
Increased
380
Reduced
374
Closed
96
Calls
$11.5M
Puts
$5.46M
Net Calls
+$6.05M
Net Calls Change
-$2.88M
Name Holding Trade Value Shares
Change
Change in
Stake
KL
726
KilterHowling LLC
Colorado
$368K +$135 +1 +0%
SC
727
Steph & Co
Wisconsin
$360K -$41.3K -305 -10%
MBWA
728
Marin Bay Wealth Advisors
California
$360K -$688K -5,087 -64%
AF
729
Advisornet Financial
Minnesota
$360K +$2.57K +19 +0.7%
GPWM
730
Grant Private Wealth Management
California
$359K -$6.77K -50 -2%
OFS
731
OneAscent Financial Services
Alabama
$359K +$7.17K +53 +2%
CAI
732
Capital Advisors Inc
Oklahoma
$358K -$18.1K -134 -5%
GIM
733
Goelzer Investment Management
Indiana
$357K +$105K +773 +38%
EWA
734
Exencial Wealth Advisors
Oklahoma
$357K +$5.95K +44 +2%
AA
735
Advisory Alpha
Michigan
$356K
CWM
736
CCG Wealth Management
California
$356K +$36.3K +268 +11%
RWA
737
Redhawk Wealth Advisors
Minnesota
$356K +$135 +1 +0%
SPWG
738
Syntegra Private Wealth Group
Missouri
$354K
GM
739
GeoWealth Management
Illinois
$353K +$11K +81 +3%
TCBWMS
740
Texas Capital Bank Wealth Management Services
Texas
$353K -$33.2K -245 -8%
PP
741
Paladin Partners
Wisconsin
$348K +$82.5K +610 +29%
TC
742
Trilogy Capital
California
$348K -$12.7K -94 -3%
CFS
743
CRA Financial Services
New Jersey
$348K +$35.9K +265 +11%
GWMR
744
GC Wealth Management RIA
Massachusetts
$347K
KLI
745
Kelman-Lazarov Inc
Tennessee
$346K
ECA
746
Elevated Capital Advisors
Utah
$344K
BWM
747
BCGM Wealth Management
Indiana
$344K
BWL
748
Bogart Wealth LLC
Virginia
$344K +$85.7K +633 +31%
MAV
749
Mason & Associates (Virginia)
Virginia
$343K -$947 -7 -0.3%
JIC
750
Joel Isaacson & Co
New York
$342K +$135 +1 +0%