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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
WMA
851
West Michigan Advisors
Michigan
$265K +$848 +6 +0.3%
TFO
852
Timonier Family Office
North Carolina
$265K
WTA
853
Washington Trust Advisors
Massachusetts
$265K
WCM
854
Windsor Capital Management
Arizona
$265K -$141 -1 -0.1%
PVAMC
855
PPS&V Asset Management Consultants
Michigan
$264K
HBW
856
Hazlett, Burt & Watson
West Virginia
$261K
PTC
857
Philadelphia Trust Company
Pennsylvania
$260K
NRI
858
NFP Retirement Inc
California
$260K -$9.04K -64 -3%
WC
859
Waterloo Capital
Texas
$260K -$565 -4 -0.2%
SRWM
860
Shira Ridge Wealth Management
California
$259K
DWP
861
Destiny Wealth Partners
Florida
$257K +$255K +1,802 New
RBFC
862
Roman Butler Fullerton & Co
Missouri
$256K +$141 +1 +0.1%
CWA
863
Crux Wealth Advisors
California
$256K +$16K +113 +7%
NG
864
Norden Group
Utah
$255K -$110K -779 -30%
1CP
865
17 Capital Partners
Arizona
$255K -$70.2K -497 -22%
CAG
866
Csenge Advisory Group
Florida
$254K +$38.9K +275 +18%
PCM
867
Parsons Capital Management
Rhode Island
$254K +$7.07K +50 +3%
AWA
868
Arete Wealth Advisors
Illinois
$253K +$252K +1,780 New
TWM
869
Tanager Wealth Management
United Kingdom
$252K
Q1WB
870
Quest 10 Wealth Builders
Virginia
$252K -$172K -1,215 -41%
CAG
871
Centerpoint Advisory Group
Kansas
$252K +$37.7K +267 +18%
BHWM
872
Bar Harbor Wealth Management
New Hampshire
$251K
MWM
873
Maridea Wealth Management
New York
$248K +$1.55K +11 +0.6%
SIC
874
Sigma Investment Counselors
Michigan
$248K
CCA
875
Cobblestone Capital Advisors
New York
$248K