We are live on ! Find out more
IWP icon

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
SWM
776
SeaCrest Wealth Management
New York
$340K +$141 +1 +0%
PWA
777
Prairie Wealth Advisors
Nebraska
$339K +$283 +2 +0.1%
BCG
778
Breakwater Capital Group
New Jersey
$338K +$11.6K +82 +4%
BB
779
Busey Bank
Illinois
$338K
NGA
780
Naples Global Advisors
Florida
$338K -$6.22K -44 -2%
PP
781
Prosperity Planning
Missouri
$337K -$11.7K -83 -3%
Lazard Asset Management
782
Lazard Asset Management
New York
$337K
TCM
783
Towercrest Capital Management
Pennsylvania
$336K
FA
784
FDx Advisors
Illinois
$335K -$298K -2,111 -47%
LI
785
LRI Investments
Florida
$335K
NWM
786
Nova Wealth Management
Florida
$334K -$122K -866 -27%
SWP
787
Sagespring Wealth Partners
Tennessee
$333K +$46.2K +327 +16%
PSF
788
Pacific Sun Financial
California
$332K
HR
789
Howe & Rusling
New York
$331K -$44.2K -313 -12%
WP
790
WealthShield Partners
North Carolina
$330K
KCM
791
Kendall Capital Management
Maryland
$330K
Luther King Capital Management (LKCM)
792
Luther King Capital Management (LKCM)
Texas
$327K
TCOT
793
Trust Company of Toledo
Ohio
$325K
Russell Investments Group
794
Russell Investments Group
United Kingdom
$325K +$76.4K +541 +31%
SHF
795
Stage Harbor Financial
Massachusetts
$324K -$9.19K -65 -3%
LAM
796
Lewis Asset Management
California
$323K +$16.8K +119 +6%
NWMP
797
Noble Wealth Management PBC
Colorado
$323K +$321K +2,270 New
AIA
798
Armor Investment Advisors
North Carolina
$323K -$111K -788 -26%
MCM
799
Monarch Capital Management
Indiana
$321K
MMG
800
Monetary Management Group
Missouri
$320K