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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
WA
76
Waverly Advisors
Alabama
$23.5M +$1.32M +9,360 +6%
Corient Private Wealth
77
Corient Private Wealth
Florida
$23.2M +$737K +5,216 +3%
KAS
78
Kestra Advisory Services
Texas
$23M +$5.37M +38,000 +31%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$22M -$277K -1,957 -1%
MT
80
Midwest Trust
Kansas
$21.9M +$3.44M +24,348 +19%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$21.4M -$437K -3,095 -2%
Stifel Financial
82
Stifel Financial
Missouri
$21.3M +$1.61M +11,403 +8%
Northern Trust
83
Northern Trust
Illinois
$21M -$1.46M -10,318 -7%
Brown Advisory
84
Brown Advisory
Maryland
$20.6M +$15.1M +106,537 +279%
BCIM
85
Bishop & Co Investment Management
Pennsylvania
$20.4M -$19.2K -136 -0.1%
MFIM
86
Mesirow Financial Investment Management
Illinois
$20.3M +$152K +1,077 +0.8%
KPWS
87
Kestra Private Wealth Services
Texas
$19.9M +$562K +3,974 +3%
SF
88
Synovus Financial
Georgia
$19.4M +$242K +1,716 +1%
WMWM
89
Whitaker-Myers Wealth Managers
Ohio
$19.3M +$1.01M +7,128 +6%
FPGK
90
Financial Partners Group (Kansas)
Kansas
$19.3M +$20.8K +147 +0.1%
MBTD
91
Mechanics Bank - Trust Department
California
$19.3M +$1.93M +13,692 +11%
OCM
92
One Capital Management
California
$19M -$3.12M -22,069 -14%
MCM
93
MAI Capital Management
Ohio
$19M -$62.9K -445 -0.3%
PAG
94
Private Advisor Group
New Jersey
$19M -$91.3K -646 -0.5%
LFWA
95
LBJ Family Wealth Advisors
Texas
$19M -$419K -2,967 -2%
Qube Research & Technologies (QRT)
96
Qube Research & Technologies (QRT)
United Kingdom
$18.5M +$1.99M +14,061 +12%
FWM
97
FSA Wealth Management
Massachusetts
$18.4M -$265K -1,876 -1%
PFPT
98
Pinnacle Financial Partners (Tennessee)
Tennessee
$17.9M +$558K +3,949 +3%
FWP
99
Falcon Wealth Planning
California
$17.6M +$577K +4,081 +3%
Wealth Enhancement Advisory Services
100
Wealth Enhancement Advisory Services
Minnesota
$17.1M +$176K +1,243 +1%