We are live on ! Find out more
IWP icon

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
OCA
776
OpenArc Corporate Advisory
Georgia
$370K +$377K +2,699 New
KLI
777
Kelman-Lazarov Inc
Tennessee
$369K
SIC
778
Sterling Investment Counsel
New York
$369K +$377K +2,696 New
ECA
779
Elevated Capital Advisors
Utah
$368K
BWM
780
BCGM Wealth Management
Indiana
$368K
MAV
781
Mason & Associates (Virginia)
Virginia
$367K -$55.9K -400 -13%
GM
782
GeoWealth Management
Illinois
$366K +$21.8K +156 +6%
JIC
783
Joel Isaacson & Co
New York
$365K -$12.3K -88 -3%
EIP
784
Easterly Investment Partners
Massachusetts
$364K
CFP
785
Cascade Financial Partners
California
$363K -$3.35K -24 -0.9%
AA
786
Argent Advisors
Louisiana
$363K
AIM
787
Aspen Investment Management
Michigan
$361K +$369K +2,638 New
WETS
788
Wealth Enhancement Trust Services
South Dakota
$361K +$368K +2,636 New
CCWP
789
Cedar Cove Wealth Partners
Minnesota
$361K +$368K +2,635 New
AFTS
790
American Financial & Tax Strategies
New York
$360K -$1.96K -14 -0.5%
DAS
791
Daybright Advisory Services
Florida
$360K +$367K +2,629 New
JSW
792
Journey Strategic Wealth
New Jersey
$359K -$978 -7 -0.3%
FA
793
Flagstar Advisors
New York
$358K -$1.47M -10,542 -80%
TWM
794
Thryve Wealth Management
Texas
$358K +$365K +2,614 New
CPSAC
795
Chas P. Smith & Associates (CPS)
Florida
$356K +$363K +2,600 New
NEPWA
796
New England Private Wealth Advisors
Massachusetts
$355K +$140 +1 +0%
SCTC
797
Sanibel Captiva Trust Company
Florida
$355K -$70.9K -507 -16%
VCP
798
Vista Capital Partners
Oregon
$353K +$15.1K +108 +4%
FI
799
FWG Investments
Kentucky
$351K +$18.4K +132 +5%
MFA
800
Mayflower Financial Advisors
Massachusetts
$351K -$19.1K -137 -5%