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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
LWL
951
Leo Wealth LLC
Texas
$223K
AWP
952
Axis Wealth Partners
Rhode Island
$222K
CTA
953
Chesley Taft & Associates
Illinois
$221K
T
954
TrustBank
Illinois
$219K
EWM
955
Elevation Wealth Management
Minnesota
$219K
MWM
956
Mascagni Wealth Management
Mississippi
$218K
AIM
957
Athena Investment Management
California
$218K
AR
958
Apeiron RIA
Texas
$217K
CCA
959
Carrera Capital Advisors
Michigan
$216K
RWM
960
Revisor Wealth Management
Ohio
$216K
UW
961
Unique Wealth
Florida
$215K
GKWIM
962
Gerber Kawasaki Wealth & Investment Management
California
$215K
SRPTWM
963
Split Rock Private Trading & Wealth Management
Minnesota
$214K
TCOTS
964
Trust Company of the South
North Carolina
$213K
FIM
965
Freedom Investment Management
Connecticut
$213K
TAM
966
TCP Asset Management
Ohio
$213K
SFP
967
Shepherd Financial Partners
Massachusetts
$212K
ZIM
968
Zacks Investment Management
Illinois
$210K
SHWM
969
Smith & Howard Wealth Management
Georgia
$209K
BC
970
Burney Company
Virginia
$209K
DSC
971
Duncker Streett & Co
Missouri
$209K
WA
972
Waddell & Associates
Tennessee
$208K
HI
973
Hendershot Investments
Virginia
$208K
EAN
974
Excelsior Advisor Network
Colorado
$208K
NWMP
975
Noble Wealth Management PBC
Colorado
$208K