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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
NGA
826
Naples Global Advisors
Florida
$325K
Lazard Asset Management
827
Lazard Asset Management
New York
$324K
PP
828
Prosperity Planning
Missouri
$323K -$839 -6 -0.3%
TCM
829
Towercrest Capital Management
Pennsylvania
$323K
LI
830
LRI Investments
Florida
$322K
VCA
831
Verdence Capital Advisors
Maryland
$322K -$30.2K -216 -8%
CAG
832
Csenge Advisory Group
Florida
$321K +$78.1K +559 +31%
SFM
833
Signet Financial Management
New Jersey
$320K -$19.6K -140 -6%
HR
834
Howe & Rusling
New York
$319K
WSA
835
Wealth Science Advisors
Georgia
$319K +$325K +2,326 New
WP
836
WealthShield Partners
North Carolina
$318K
KCM
837
Kendall Capital Management
Maryland
$317K
TCOT
838
Trust Company of Toledo
Ohio
$312K
TW
839
TritonPoint Wealth
Maryland
$312K +$118K +845 +59%
SEP
840
Signature Equity Partners
Ohio
$312K +$318K +2,276 New
NWM
841
Nova Wealth Management
Florida
$311K -$10.8K -77 -3%
AIA
842
Armor Investment Advisors
North Carolina
$310K
RCP
843
Rothschild Capital Partners
New York
$310K +$76.6K +548 +32%
MCM
844
Monarch Capital Management
Indiana
$309K
MMG
845
Monetary Management Group
Missouri
$308K
BOSSRA
846
B.O.S.S. Retirement Advisors
Utah
$308K -$460K -3,294 -59%
GBT
847
Grove Bank & Trust
Florida
$308K
PG
848
Patten Group
Tennessee
$307K -$39K -279 -11%
AWA
849
Amplius Wealth Advisors
Pennsylvania
$306K +$280 +2 +0.1%
BW
850
BostonPremier Wealth
Massachusetts
$305K +$280 +2 +0.1%