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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
JFG
751
Jefferies Financial Group
New York
$403K -$318K -2,272 -44%
CAI
752
Capital Advisors Inc
Oklahoma
$401K -$29.3K -210 -7%
SRC
753
Sage Rhino Capital
California
$400K
BPWM
754
BCS Private Wealth Management
New Jersey
$400K
GWP
755
Gateway Wealth Partners
Wisconsin
$395K +$4.61K +33 +1%
IAIM
756
International Assets Investment Management
Florida
$395K +$104K +747 +35%
KL
757
KilterHowling LLC
Colorado
$394K +$559 +4 +0.1%
GPWM
758
Grant Private Wealth Management
California
$391K
XPN
759
XY Planning Network
Montana
$389K
STA
760
Summit Trail Advisors
New York
$389K -$36.1K -258 -8%
LKBC
761
L.K. Benson & Company
Maryland
$386K -$69K -494 -15%
TC
762
Trilogy Capital
California
$385K -$16.4K -117 -4%
BCM
763
Buckhead Capital Management
Georgia
$385K
PAG
764
Paladin Advisory Group
Iowa
$382K -$40.4K -289 -9%
AF
765
Advisornet Financial
Minnesota
$382K +$51.8K +371 +15%
IA
766
Invested Advisors
Pennsylvania
$381K +$65K +465 +20%
AA
767
Advisory Alpha
Michigan
$381K -$1.82K -13 -0.5%
RWA
768
Redhawk Wealth Advisors
Minnesota
$380K +$280 +2 +0.1%
SPWG
769
Syntegra Private Wealth Group
Missouri
$379K
MWP
770
Madison Wealth Partners
Wisconsin
$377K -$6.15K -44 -2%
NWM
771
Navigation Wealth Management
Colorado
$377K +$16.2K +116 +4%
IF
772
Intrua Financial
Texas
$377K +$384K +2,751 New
OFS
773
OneAscent Financial Services
Alabama
$376K +$149K +1,064 +63%
EWA
774
Exencial Wealth Advisors
Oklahoma
$375K +$72.1K +516 +23%
GWMR
775
GC Wealth Management RIA
Massachusetts
$371K +$115K +820 +43%