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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
BA
976
Ballast Advisors
Minnesota
$147K
TF
977
Tompkins Financial
New York
$146K
TC
978
Trust Company
Kansas
$145K
EWM
979
Evermay Wealth Management
Virginia
$142K
CWM
980
Copia Wealth Management
Oregon
$138K -$2.69K -19 -2%
GA
981
Guerra Advisors
Florida
$132K +$131K +925 New
Barclays
982
Barclays
United Kingdom
$131K -$38.3M -270,900 -100%
BFS
983
Bare Financial Services
Pennsylvania
$130K
SL
984
Salomon & Ludwin
Virginia
$129K -$1.98K -14 -2%
PA
985
Pineridge Advisors
Missouri
$127K -$26.1K -185 -17%
RFG
986
REAP Financial Group
Texas
$127K -$3.96K -28 -3%
DRP
987
Decker Retirement Planning
Utah
$126K -$85.5K -605 -41%
POIA
988
Pin Oak Investment Advisors
Texas
$126K
PB
989
Pinnacle Bancorp
Nebraska
$117K
CTA
990
Colonial Trust Advisors
South Carolina
$114K -$1.7K -12 -1%
SN
991
Sittner & Nelson
Oregon
$114K
PCTC
992
Perkins Coie Trust Company
Washington
$114K
DWM
993
Darwin Wealth Management
Florida
$112K
RA
994
Rise Advisors
New York
$111K
TFM
995
TFC Financial Management
Massachusetts
$109K
Deutsche Bank
996
Deutsche Bank
Germany
$106K
W
997
WealthCollab
Washington
$106K
MG
998
Mather Group
Illinois
$104K +$103K +731 New
RIA
999
Realta Investment Advisors
Delaware
$103K +$34.9K +247 +52%
KFP
1000
Kerr Financial Planning
California
$99.6K +$103K +731 New