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iShares Russell Mid-Cap Growth ETF

1,211 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 143 funds opening new positions, 399 increasing their positions, 331 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:

1.22% more ownership

Funds ownership: 77.27%78.49% (+1.2%)

2% more capital invested

Capital invested by funds: $16B → $16.3B (+$290M)

10% less funds holding in top 10

Funds holding in top 10: 4843 (-5)

Holders
1,211
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
PGA
876
Portland Global Advisors
Maine
$277K
LAM
877
Lewis Asset Management
California
$277K
MCM
878
Mill Capital Management
North Carolina
$277K
GIM
879
Goelzer Investment Management
Indiana
$276K
MHWM
880
Montz Harcus Wealth Management
Louisiana
$276K
Fisher Asset Management
881
Fisher Asset Management
Washington
$276K
FWMM
882
Foundation Wealth Management (Missouri)
Missouri
$271K
OWM
883
Orgel Wealth Management
Wisconsin
$271K
AB
884
ANB Bank
Colorado
$268K
AWA
885
Arete Wealth Advisors
Illinois
$267K
SC
886
Scotia Capital
Ontario, Canada
$266K
GWP
887
Gen-Wealth Partners
Michigan
$266K
GWMIA
888
Global Wealth Management Investment Advisory
Florida
$265K
CA
889
CGN Advisors
Kansas
$264K
HCM
890
Hollencrest Capital Management
California
$264K
PA
891
PFG Advisors
Arizona
$262K
Fayez Sarofim & Co
892
Fayez Sarofim & Co
Texas
$260K
RPGK
893
Retirement Planning Group (Kansas)
Kansas
$259K
FHA
894
Flagship Harbor Advisors
Massachusetts
$259K
CB
895
Centennial Bank
Arkansas
$258K
DWP
896
Daymark Wealth Partners
Ohio
$257K
Q1WB
897
Quest 10 Wealth Builders
Virginia
$257K
TFO
898
Timonier Family Office
North Carolina
$255K
WCM
899
Windsor Capital Management
Arizona
$254K
OWA
900
One Wealth Advisors
California
$254K