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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
CAL
876
Capital Analysts LLC
Pennsylvania
$282K
SWP
877
Sagespring Wealth Partners
Tennessee
$282K
CAM
878
Cozad Asset Management
Illinois
$281K
BWL
879
Bogart Wealth LLC
Virginia
$281K
CIBC World Market
880
CIBC World Market
Ontario, Canada
$280K
JSA
881
Jim Saulnier & Associates
Colorado
$280K
CHJWM
882
Carlton Hofferkamp & Jenks Wealth Management
Texas
$280K
TCOV
883
Trust Company of Vermont
Vermont
$277K
PGA
884
Portland Global Advisors
Maine
$277K
LAM
885
Lewis Asset Management
California
$277K
MCM
886
Mill Capital Management
North Carolina
$277K
GIM
887
Goelzer Investment Management
Indiana
$276K
MHWM
888
Montz Harcus Wealth Management
Louisiana
$276K
Fisher Asset Management
889
Fisher Asset Management
Washington
$276K
FWMM
890
Foundation Wealth Management (Missouri)
Missouri
$271K
OWM
891
Orgel Wealth Management
Wisconsin
$271K
AB
892
ANB Bank
Colorado
$268K
AWA
893
Arete Wealth Advisors
Illinois
$267K
SC
894
Scotia Capital
Ontario, Canada
$266K
GWP
895
Gen-Wealth Partners
Michigan
$266K
GWMIA
896
Global Wealth Management Investment Advisory
Florida
$265K
CA
897
CGN Advisors
Kansas
$264K
HCM
898
Hollencrest Capital Management
California
$264K
PA
899
PFG Advisors
Arizona
$262K
Fayez Sarofim & Co
900
Fayez Sarofim & Co
Texas
$260K