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iShares Russell Mid-Cap Growth ETF

1,222 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 150 funds opening new positions, 400 increasing their positions, 333 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1.23% more ownership

Funds ownership: 77.29%78.52% (+1.2%)

2% more capital invested

Capital invested by funds: $16B → $16.3B (+$294M)

10% less funds holding in top 10

Funds holding in top 10: 4843 (-5)

Holders
1,222
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
43
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$16.6M
Puts
$7.71M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
826
Lazard Asset Management
New York
$324K
PP
827
Prosperity Planning
Missouri
$323K
TCM
828
Towercrest Capital Management
Pennsylvania
$323K
LI
829
LRI Investments
Florida
$322K
VCA
830
Verdence Capital Advisors
Maryland
$322K
CAG
831
Csenge Advisory Group
Florida
$321K
SFM
832
Signet Financial Management
New Jersey
$320K
HR
833
Howe & Rusling
New York
$319K
WSA
834
Wealth Science Advisors
Georgia
$319K
WP
835
WealthShield Partners
North Carolina
$318K
KCM
836
Kendall Capital Management
Maryland
$317K
TCOT
837
Trust Company of Toledo
Ohio
$312K
TW
838
TritonPoint Wealth
Maryland
$312K
SEP
839
Signature Equity Partners
Ohio
$312K
NWM
840
Nova Wealth Management
Florida
$311K
AIA
841
Armor Investment Advisors
North Carolina
$310K
RCP
842
Rothschild Capital Partners
New York
$310K
MCM
843
Monarch Capital Management
Indiana
$309K
MMG
844
Monetary Management Group
Missouri
$308K
BOSSRA
845
B.O.S.S. Retirement Advisors
Utah
$308K
GBT
846
Grove Bank & Trust
Florida
$308K
PG
847
Patten Group
Tennessee
$307K
AWA
848
Amplius Wealth Advisors
Pennsylvania
$306K
BW
849
BostonPremier Wealth
Massachusetts
$305K
FP
850
Financial Perspectives
Minnesota
$305K