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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
YIA
876
YHB Investment Advisors
Connecticut
$283K
LC
877
LCNB Corp
Ohio
$282K +$288K +2,060 New
CAL
878
Capital Analysts LLC
Pennsylvania
$282K -$450K -3,223 -61%
SWP
879
Sagespring Wealth Partners
Tennessee
$282K -$39K -279 -12%
CAM
880
Cozad Asset Management
Illinois
$281K -$4.89K -35 -2%
BWL
881
Bogart Wealth LLC
Virginia
$281K +$86.8K +621 +43%
CIBC World Market
882
CIBC World Market
Ontario, Canada
$280K
JSA
883
Jim Saulnier & Associates
Colorado
$280K -$176K -1,256 -38%
CHJWM
884
Carlton Hofferkamp & Jenks Wealth Management
Texas
$280K +$2.79K +20 +1%
TCOV
885
Trust Company of Vermont
Vermont
$277K -$364K -2,607 -56%
PGA
886
Portland Global Advisors
Maine
$277K
LAM
887
Lewis Asset Management
California
$277K -$34.7K -248 -11%
MCM
888
Mill Capital Management
North Carolina
$277K +$203K +1,450 +254%
GIM
889
Goelzer Investment Management
Indiana
$276K
MHWM
890
Montz Harcus Wealth Management
Louisiana
$276K +$280 +2 +0.1%
Fisher Asset Management
891
Fisher Asset Management
Washington
$276K -$225K -1,610 -44%
FWMM
892
Foundation Wealth Management (Missouri)
Missouri
$271K -$9.92K -71 -3%
OWM
893
Orgel Wealth Management
Wisconsin
$271K -$10.5K -75 -4%
AB
894
ANB Bank
Colorado
$268K +$274K +1,959 New
AWA
895
Arete Wealth Advisors
Illinois
$267K +$23.9K +171 +10%
SC
896
Scotia Capital
Ontario, Canada
$266K
GWP
897
Gen-Wealth Partners
Michigan
$266K -$66.2K -474 -20%
GWMIA
898
Global Wealth Management Investment Advisory
Florida
$265K -$37.5K -268 -12%
CA
899
CGN Advisors
Kansas
$264K -$13.7K -98 -5%
HCM
900
Hollencrest Capital Management
California
$264K