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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
LWL
926
Leo Wealth LLC
Texas
$216K +$141 +1 +0.1%
SIAG
927
Safeguard Investment Advisory Group
California
$216K -$35.6K -252 -14%
TM
928
TigerOak Management
New Mexico
$216K
FIBT
929
First International Bank & Trust
North Dakota
$216K
AWA
930
Alta Wealth Advisors
Massachusetts
$215K
GBWM
931
Granite Bay Wealth Management
New Hampshire
$214K
MAM
932
MMA Asset Management
Pennsylvania
$212K
EFL
933
ERn Financial LLC
Wisconsin
$212K
EB
934
Eastern Bank
Massachusetts
$210K +$47.8K +338 +30%
HA
935
Harfst & Associates
Wyoming
$210K
PL
936
Parthenon LLC
Kentucky
$210K
LFGO
937
Legacy Financial Group (Oklahoma)
Oklahoma
$209K
RIG
938
RiverFront Investment Group
Virginia
$209K
TF
939
Theory Financial
Colorado
$209K
SF
940
Symphony Financial
Texas
$208K +$141 +1 +0.1%
MWM
941
McNaughton Wealth Management
California
$207K
PLU
942
Performa Ltd (US)
South Carolina
$207K +$141 +1 +0.1%
LFA
943
Lauterbach Financial Advisors
Texas
$207K
First Manhattan
944
First Manhattan
New York
$207K -$1.27K -9 -0.6%
BIA
945
Bigelow Investment Advisors
Maine
$206K
AFG
946
Atomi Financial Group
New York
$206K +$204K +1,447 New
LG
947
LaFleur & Godfrey
Michigan
$206K -$13.7K -97 -6%
Westfield Capital Management
948
Westfield Capital Management
Massachusetts
$205K +$204K +1,441 New
AC
949
AlphaCore Capital
California
$204K
TAM
950
TCP Asset Management
Ohio
$204K +$203K +1,434 New