We are live on ! Find out more
IWP icon

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
AIM
901
Acropolis Investment Management
Missouri
$232K
AG
902
Ascent Group
Virginia
$232K +$5.09K +36 +2%
SVWG
903
Shared Vision Wealth Group
United States
$232K
CTA
904
Chesley Taft & Associates
Illinois
$230K +$228K +1,616 New
DSC
905
Duncker Streett & Co
Missouri
$229K
FNT
906
First Nebraska Trust
Nebraska
$228K
MWM
907
Mascagni Wealth Management
Mississippi
$227K
AIM
908
Athena Investment Management
California
$226K
AIA
909
Accelerate Investment Advisors
California
$226K
CCA
910
Carrera Capital Advisors
Michigan
$225K +$141 +1 +0.1%
GKWIM
911
Gerber Kawasaki Wealth & Investment Management
California
$223K +$221K +1,566 New
UW
912
Unique Wealth
Florida
$223K
FIM
913
Freedom Investment Management
Connecticut
$223K -$290K -2,053 -57%
CMI
914
Clare Market Investments
Texas
$223K +$283 +2 +0.1%
BDFN
915
Bond & Devick Financial Network
Minnesota
$222K
TCOTS
916
Trust Company of the South
North Carolina
$222K
VAG
917
VisionPoint Advisory Group
Texas
$221K -$32.4K -229 -13%
SFP
918
Shepherd Financial Partners
Massachusetts
$220K
SGK
919
Steigerwald Gordon & Koch
Virginia
$220K +$218K +1,546 New
OWMIAS
920
One Wealth Management Investment & Advisory Services
Florida
$220K -$20.9K -148 -9%
SHWM
921
Smith & Howard Wealth Management
Georgia
$218K
PSCM
922
Per Stirling Capital Management
Texas
$218K +$5.65K +40 +3%
GKIM
923
GW&K Investment Management
Massachusetts
$217K
WA
924
Waddell & Associates
Tennessee
$217K
HI
925
Hendershot Investments
Virginia
$217K