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iShares Russell Mid-Cap Growth ETF

1,140 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 75 funds opening new positions, 353 increasing their positions, 359 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1% less funds holding

Funds holding: 1,1521,140 (-12)

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
1,140
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
48
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$23.8M
Puts
$38.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
76
Waverly Advisors
Alabama
$23.5M
Corient Private Wealth
77
Corient Private Wealth
Florida
$23.2M
KAS
78
Kestra Advisory Services
Texas
$23M
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$22M
MT
80
Midwest Trust
Kansas
$21.9M
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$21.4M
Stifel Financial
82
Stifel Financial
Missouri
$21.3M
Northern Trust
83
Northern Trust
Illinois
$21M
Brown Advisory
84
Brown Advisory
Maryland
$20.6M
BCIM
85
Bishop & Co Investment Management
Pennsylvania
$20.4M
MFIM
86
Mesirow Financial Investment Management
Illinois
$20.3M
KPWS
87
Kestra Private Wealth Services
Texas
$19.9M
SF
88
Synovus Financial
Georgia
$19.4M
WMWM
89
Whitaker-Myers Wealth Managers
Ohio
$19.3M
FPGK
90
Financial Partners Group (Kansas)
Kansas
$19.3M
MBTD
91
Mechanics Bank - Trust Department
California
$19.3M
OCM
92
One Capital Management
California
$19M
MCM
93
MAI Capital Management
Ohio
$19M
PAG
94
Private Advisor Group
New Jersey
$19M
LFWA
95
LBJ Family Wealth Advisors
Texas
$19M
Qube Research & Technologies (QRT)
96
Qube Research & Technologies (QRT)
United Kingdom
$18.5M
FWM
97
FSA Wealth Management
Massachusetts
$18.4M
PFP
98
Pinnacle Financial Partners
Tennessee
$17.9M
FWP
99
Falcon Wealth Planning
California
$17.6M
Wealth Enhancement Advisory Services
100
Wealth Enhancement Advisory Services
Minnesota
$17.1M