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iShares Russell Mid-Cap Growth ETF

1,168 hedge funds and large institutions have $14.3B invested in iShares Russell Mid-Cap Growth ETF in 2026 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 380 increasing their positions, 374 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
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:

less ownership

Funds ownership:

less funds holding

Funds holding:

12% less capital invested

Capital invested by funds: $16.3B → $14.3B (-$1.97B)

18% less funds holding in top 10

Funds holding in top 10: 4436 (-8)

25% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 96

Holders
1,168
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
36
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.5M
Puts
$5.46M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NGA
801
Naples Global Advisors
Florida
$304K
Lazard Asset Management
802
Lazard Asset Management
New York
$303K
PP
803
Prosperity Planning
Missouri
$303K
TCM
804
Towercrest Capital Management
Pennsylvania
$302K
SWM
805
SeaCrest Wealth Management
New York
$302K
DAS
806
Daybright Advisory Services
Florida
$301K
LI
807
LRI Investments
Florida
$301K
NEPWA
808
New England Private Wealth Advisors
Massachusetts
$301K
GWMIA
809
Global Wealth Management Investment Advisory
Florida
$300K
SFM
810
Signet Financial Management
New Jersey
$300K
FA
811
FDx Advisors
Illinois
$299K
WP
812
WealthShield Partners
North Carolina
$297K
KCM
813
Kendall Capital Management
Maryland
$297K
MFP
814
Meramec Financial Planners
Missouri
$296K
VCA
815
Verdence Capital Advisors
Maryland
$296K
TCOT
816
Trust Company of Toledo
Ohio
$292K
FWM
817
Fonville Wealth Management
Virginia
$291K
AIA
818
Armor Investment Advisors
North Carolina
$290K
PCMM
819
Piedmont Capital Management (Montana)
Montana
$289K
MCM
820
Monarch Capital Management
Indiana
$289K
FFM
821
Forum Financial Management
Illinois
$289K
MMG
822
Monetary Management Group
Missouri
$288K
MC
823
Moors & Cabot
Massachusetts
$288K
NWM
824
Nova Wealth Management
Florida
$288K
EGWAG
825
Elwood & Goetz Wealth Advisory Group
Georgia
$288K