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iShares Russell Mid-Cap Growth ETF

1,159 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 74 funds opening new positions, 357 increasing their positions, 368 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 74 | 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: 1,1631,159 (-4)

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
1,159
Holders Change
-4
Holders Change %
-0.34%
% of All Funds
15.22%
Holding in Top 10
48
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.88%
% of All Funds
0.63%
New
74
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
CCA
876
Cora Capital Advisors
New Jersey
$248K
FHB
877
First Hawaiian Bank
Hawaii
$247K
EFG
878
Everhart Financial Group
Ohio
$247K +$4.1K +29 +2%
RCP
879
Rothschild Capital Partners
New York
$244K -$13.1K -93 -5%
MPCG
880
Matrix Private Capital Group
New York
$243K
ZIM
881
Zacks Investment Management
Illinois
$242K +$25.2K +178 +12%
WPC
882
Wedmont Private Capital
Pennsylvania
$242K
FFM
883
Forum Financial Management
Illinois
$241K
HH
884
Hilltop Holdings
Texas
$240K +$14.6K +103 +6%
KCPT
885
Kingstone Capital Partners Texas
Texas
$240K +$283 +2 +0.1%
MAC
886
Mason & Associates (California)
California
$240K
OFS
887
OneAscent Financial Services
Alabama
$240K +$238K +1,683 New
HNWA
888
Henrickson Nauta Wealth Advisors
Michigan
$240K
PA
889
PFG Advisors
Arizona
$240K +$238K +1,683 New
TPA
890
Trivium Point Advisory
Connecticut
$239K
SIC
891
Salem Investment Counselors
North Carolina
$238K
RSS
892
Rosenblum Silverman Sutton
California
$237K +$4.24K +30 +2%
EAM
893
Evanson Asset Management
California
$237K
TCPG
894
Trivant Custom Portfolio Group
California
$236K
KHCM
895
Kirtland Hills Capital Management
Ohio
$236K
AWP
896
Axis Wealth Partners
Rhode Island
$235K -$3.11K -22 -1%
OC
897
Oakworth Capital
Alabama
$234K
MPW
898
Magnolia Private Wealth
Pennsylvania
$233K -$110K -781 -32%
TTWM
899
TCV Trust & Wealth Management
Virginia
$233K +$231K +1,637 New
AC
900
Avestar Capital
New York
$233K