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iShares Russell Mid-Cap Growth ETF

1,222 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 150 funds opening new positions, 400 increasing their positions, 333 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1.23% more ownership

Funds ownership: 77.29%78.52% (+1.2%)

2% more capital invested

Capital invested by funds: $16B → $16.3B (+$294M)

10% less funds holding in top 10

Funds holding in top 10: 4843 (-5)

Holders
1,222
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
43
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$16.6M
Puts
$7.71M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KLI
776
Kelman-Lazarov Inc
Tennessee
$369K
SIC
777
Sterling Investment Counsel
New York
$369K
ECA
778
Elevated Capital Advisors
Utah
$368K
BWM
779
BCGM Wealth Management
Indiana
$368K
MAV
780
Mason & Associates (Virginia)
Virginia
$367K
GM
781
GeoWealth Management
Illinois
$366K
JIC
782
Joel Isaacson & Co
New York
$365K
EIP
783
Easterly Investment Partners
Massachusetts
$364K
CFP
784
Cascade Financial Partners
California
$363K
AA
785
Argent Advisors
Louisiana
$363K
AIM
786
Aspen Investment Management
Michigan
$361K
WETS
787
Wealth Enhancement Trust Services
South Dakota
$361K
CCWP
788
Cedar Cove Wealth Partners
Minnesota
$361K
AFTS
789
American Financial & Tax Strategies
New York
$360K
DAS
790
Daybright Advisory Services
Florida
$360K
JSW
791
Journey Strategic Wealth
New Jersey
$359K
FA
792
Flagstar Advisors
New York
$358K
TWM
793
Thryve Wealth Management
Texas
$358K
CPSAC
794
Chas P. Smith & Associates (CPS)
Florida
$356K
NEPWA
795
New England Private Wealth Advisors
Massachusetts
$355K
SCTC
796
Sanibel Captiva Trust Company
Florida
$355K
VCP
797
Vista Capital Partners
Oregon
$353K
FI
798
FWG Investments
Kentucky
$351K
MFA
799
Mayflower Financial Advisors
Massachusetts
$351K
TA
800
TrueWealth Advisors
Alabama
$349K