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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
GBT
801
Grove Bank & Trust
Florida
$320K
AWA
802
Amplius Wealth Advisors
Pennsylvania
$318K -$67K -474 -17%
BW
803
BostonPremier Wealth
Massachusetts
$317K +$283 +2 +0.1%
FP
804
Financial Perspectives
Minnesota
$317K
EWA
805
Exencial Wealth Advisors
Oklahoma
$317K
DPI
806
Diversified Portfolios Inc
Michigan
$314K
GWMIA
807
Global Wealth Management Investment Advisory
Florida
$314K -$231K -1,637 -43%
SAM
808
Strive Asset Management
Ohio
$313K -$184K -1,302 -37%
MP
809
McDonald Partners
Ohio
$313K
YWM
810
Yardley Wealth Management
Pennsylvania
$313K
SFS
811
Stiles Financial Services
Minnesota
$313K
SJGA
812
Stephen J. Garry & Associates
New York
$311K
AWMG
813
Alliance Wealth Management Group
New Jersey
$307K
EWA
814
EverSource Wealth Advisors
Alabama
$306K +$141 +1 +0%
RIM
815
Rockbridge Investment Management
New York
$305K -$4.24K -30 -1%
DIP
816
DT Investment Partners
Pennsylvania
$302K
EBSAM
817
Eubel Brady & Suttman Asset Management
Ohio
$302K
CWS
818
Cypress Wealth Services
California
$301K +$78.9K +558 +36%
BFW
819
Brady Family Wealth
Missouri
$301K
AIA
820
Arbor Investment Advisors
North Carolina
$299K
IA
821
Invested Advisors
Pennsylvania
$298K +$328K +2,318 New
CAM
822
Cozad Asset Management
Illinois
$297K
TCG
823
Transcendent Capital Group
Oklahoma
$297K -$3.7M -26,218 -93%
GC
824
Garde Capital
Washington
$295K
IA
825
Insight Advisors
Pennsylvania
$295K -$141 -1 -0%