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iShares Russell Mid-Cap Growth ETF

1,140 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 75 funds opening new positions, 353 increasing their positions, 359 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1% less funds holding

Funds holding: 1,1521,140 (-12)

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
1,140
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
48
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$23.8M
Puts
$38.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SJGA
801
Stephen J. Garry & Associates
New York
$311K
AWMG
802
Alliance Wealth Management Group
New Jersey
$307K
EWA
803
EverSource Wealth Advisors
Alabama
$306K
RIM
804
Rockbridge Investment Management
New York
$305K
DIP
805
DT Investment Partners
Pennsylvania
$302K
EBSAM
806
Eubel Brady & Suttman Asset Management
Ohio
$302K
CWS
807
Cypress Wealth Services
California
$301K
BFW
808
Brady Family Wealth
Missouri
$301K
AIA
809
Arbor Investment Advisors
North Carolina
$299K
IA
810
Invested Advisors
Pennsylvania
$298K
CAM
811
Cozad Asset Management
Illinois
$297K
TCG
812
Transcendent Capital Group
Oklahoma
$297K
IA
813
Insight Advisors
Pennsylvania
$295K
IAIM
814
International Assets Investment Management
Florida
$294K
CHJWM
815
Carlton Hofferkamp & Jenks Wealth Management
Texas
$294K
KAS
816
KPP Advisory Services
Kentucky
$294K
YIA
817
YHB Investment Advisors
Connecticut
$294K
OWM
818
Orgel Wealth Management
Wisconsin
$292K
FWMM
819
Foundation Wealth Management (Missouri)
Missouri
$292K
CIBC World Market
820
CIBC World Market
Ontario, Canada
$292K
CA
821
CGN Advisors
Kansas
$289K
PGA
822
Portland Global Advisors
Maine
$289K
GIM
823
Goelzer Investment Management
Indiana
$287K
MHWM
824
Montz Harcus Wealth Management
Louisiana
$287K
IIC
825
Ironwood Investment Counsel
Arizona
$287K