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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
AFTS
751
American Financial & Tax Strategies
New York
$377K -$19.9K -141 -5%
NWM
752
Navigation Wealth Management
Colorado
$376K +$122K +864 +49%
JSW
753
Journey Strategic Wealth
New Jersey
$374K -$65K -460 -15%
VCA
754
Verdence Capital Advisors
Maryland
$373K -$2.97K -21 -0.8%
NEPWA
755
New England Private Wealth Advisors
Massachusetts
$369K +$141 +1 +0%
DT
756
Diversified Trust
Tennessee
$368K -$381K -2,698 -51%
TA
757
TrueWealth Advisors
Alabama
$363K
BTI
758
Blue Trust Inc
Georgia
$360K -$16K -113 -4%
FFC
759
First Financial Corp
Indiana
$359K -$283 -2 -0.1%
GM
760
GeoWealth Management
Illinois
$359K +$36.9K +261 +12%
PG
761
Patten Group
Tennessee
$359K +$36.2K +256 +11%
CWM
762
CCG Wealth Management
California
$358K +$92.3K +653 +35%
PP
763
PDS Planning
Ohio
$356K +$283 +2 +0.1%
SFM
764
Signet Financial Management
New Jersey
$353K
RCM
765
Radnor Capital Management
Pennsylvania
$353K
IBOK
766
Independence Bank of Kentucky
Kentucky
$352K +$14.7K +104 +4%
VCP
767
Vista Capital Partners
Oregon
$351K -$191K -1,350 -35%
CFS
768
CRA Financial Services
New Jersey
$349K
FI
769
FWG Investments
Kentucky
$346K -$298K -2,107 -46%
EIA
770
Edgemoor Investment Advisors
Maryland
$344K +$128K +909 +60%
AF
771
Advisornet Financial
Minnesota
$344K -$63K -446 -16%
GWP
772
Gen-Wealth Partners
Michigan
$344K +$283 +2 +0.1%
PTB
773
Pioneer Trust Bank
Oregon
$342K
FFA
774
Fortune Financial Advisors
Kansas
$341K
VIPI
775
Vista Investment Partners II
Indiana
$340K +$338K +2,389 New