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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
FB
951
First Bancorp
Maine
$204K +$202K +1,433 New
TW
952
TritonPoint Wealth
Maryland
$204K -$66.1K -468 -25%
BWL
953
Bogart Wealth LLC
Virginia
$204K +$65K +460 +47%
AMM
954
American Money Management
California
$203K -$12.9K -91 -6%
BWM
955
BAM Wealth Management
Colorado
$203K +$202K +1,426 New
MA
956
Montag & Associates
Georgia
$198K
HBT
957
Hills Bank & Trust
Iowa
$197K
MIA
958
Milestone Investment Advisors
Wisconsin
$188K
GTAM
959
Global Trust Asset Management
Florida
$183K -$14.1K -100 -7%
GWSG
960
GPS Wealth Strategies Group
Colorado
$181K -$15.5K -110 -8%
NEWAS
961
N.E.W. Advisory Services
Wisconsin
$175K
BFO
962
Biltmore Family Office
North Carolina
$171K
RAM
963
Ramirez Asset Management
New York
$171K
ST
964
Smithfield Trust
Pennsylvania
$170K -$183K -1,298 -52%
ACA
965
Aptus Capital Advisors
Alabama
$169K +$115K +817 +222%
CFD
966
Creative Financial Designs
Indiana
$167K -$3.25K -23 -2%
BFPW
967
BOK Financial Private Wealth
Colorado
$163K
TCA
968
Trifecta Capital Advisors
Illinois
$163K
AIA
969
Arcadia Investment Advisors
Idaho
$162K -$13.4K -95 -8%
AEPWM
970
Atlantic Edge Private Wealth Management
Florida
$162K
QL
971
Quarry LP
New York
$162K +$161K +1,136 New
EDRH
972
Edmond de Rothschild Holding
Switzerland
$161K
LWCFA
973
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$161K
CBT
974
CoreFirst Bank & Trust
Kansas
$156K
Legal & General Group
975
Legal & General Group
United Kingdom
$149K -$170K -1,200 -53%