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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
TA
801
TrueWealth Advisors
Alabama
$349K
DT
802
Diversified Trust
Tennessee
$348K -$6.29K -45 -2%
FFC
803
First Financial Corp
Indiana
$345K
CWM
804
CCG Wealth Management
California
$344K
BCG
805
Breakwater Capital Group
New Jersey
$344K +$18.9K +135 +6%
BF
806
Baring Financial
Washington
$343K -$42.8K -306 -11%
PP
807
PDS Planning
Ohio
$342K +$419 +3 +0.1%
JWM
808
Jacksonville Wealth Management
Florida
$342K +$349K +2,494 New
SFGM
809
Stonebridge Financial Group (Missouri)
Missouri
$341K +$348K +2,493 New
HFA
810
High Falls Advisors
New York
$340K -$57.7K -413 -14%
RCM
811
Radnor Capital Management
Pennsylvania
$339K
NG
812
Norden Group
Utah
$337K +$93.8K +671 +37%
CFS
813
CRA Financial Services
New Jersey
$335K
IBOK
814
Independence Bank of Kentucky
Kentucky
$335K -$3.91K -28 -1%
HA
815
HFG Advisors
Ohio
$334K -$85.9K -615 -20%
APG
816
Abacus Planning Group
South Carolina
$334K -$67.2K -481 -16%
SWM
817
SeaCrest Wealth Management
New York
$332K
PSF
818
Pacific Sun Financial
California
$331K +$12.6K +90 +4%
PTB
819
Pioneer Trust Bank
Oregon
$329K
HFO
820
Heritage Family Offices
Arizona
$328K +$335K +2,398 New
FFA
821
Fortune Financial Advisors
Kansas
$328K +$140 +1 +0%
FA
822
FDx Advisors
Illinois
$328K +$5.45K +39 +2%
EL
823
EWA LLC
Pennsylvania
$328K +$335K +2,395 New
PWA
824
Prairie Wealth Advisors
Nebraska
$326K -$333K -2,380 Closed
BB
825
Busey Bank
Illinois
$325K