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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 75 funds opening new positions, 357 increasing their positions, 368 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 75 | 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: 1,1631,160 (-3)

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
-3
Holders Change %
-0.26%
% 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
75
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
IAIM
826
International Assets Investment Management
Florida
$294K
CHJWM
827
Carlton Hofferkamp & Jenks Wealth Management
Texas
$294K +$141 +1 +0%
KAS
828
KPP Advisory Services
Kentucky
$294K
YIA
829
YHB Investment Advisors
Connecticut
$294K
OWM
830
Orgel Wealth Management
Wisconsin
$292K -$30.9K -219 -10%
FWMM
831
Foundation Wealth Management (Missouri)
Missouri
$292K
CIBC World Market
832
CIBC World Market
Ontario, Canada
$292K -$14.1K -100 -5%
CA
833
CGN Advisors
Kansas
$289K -$3.53K -25 -1%
PGA
834
Portland Global Advisors
Maine
$289K
GIM
835
Goelzer Investment Management
Indiana
$287K
MHWM
836
Montz Harcus Wealth Management
Louisiana
$287K +$283 +2 +0.1%
IIC
837
Ironwood Investment Counsel
Arizona
$287K +$1.7K +12 +0.6%
FHA
838
Flagship Harbor Advisors
Massachusetts
$282K -$3.39K -24 -1%
SC
839
Scotia Capital
Ontario, Canada
$276K
TC
840
TownSquare Capital
Utah
$276K -$1.13K -8 -0.4%
HCM
841
Hollencrest Capital Management
California
$274K
FTC
842
Farmers Trust Company
Ohio
$273K
CPRC
843
Consolidated Portfolio Review Corp
New York
$271K +$3.25K +23 +1%
Fayez Sarofim & Co
844
Fayez Sarofim & Co
Texas
$270K
First Trust Advisors
845
First Trust Advisors
Illinois
$270K +$6.08K +43 +2%
EFA
846
Edge Financial Advisors
Illinois
$269K +$141 +1 +0.1%
GWMR
847
GC Wealth Management RIA
Massachusetts
$269K
RPGK
848
Retirement Planning Group (Kansas)
Kansas
$269K -$3.81K -27 -1%
CB
849
Centennial Bank
Arkansas
$268K -$137K -970 -34%
DWP
850
Daymark Wealth Partners
Ohio
$268K