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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
NSIM
1001
North Star Investment Management
Illinois
$98.3K
SFC
1002
SYM Financial Corp
Indiana
$96.3K
KHC
1003
Koesten Hirschmann & Crabtree
Kansas
$95.7K
GPFA
1004
Game Plan Financial Advisors
Ohio
$92.3K
RWM
1005
Rialto Wealth Management
New York
$89.6K -$54.5K -386 -38%
GG
1006
Gleason Group
Kentucky
$89.4K +$141 +1 +0.2%
HDIM
1007
Hanson & Doremus Investment Management
Vermont
$89K
HWA
1008
Heartwood Wealth Advisors
Virginia
$86.4K +$85.8K +607 New
SC
1009
Stephens Consulting
Michigan
$82.2K
EWP
1010
Elevation Wealth Partners
California
$81.7K +$141 +1 +0.2%
CA
1011
CoreCap Advisors
Michigan
$81.3K +$25K +177 +45%
MCM
1012
Mill Capital Management
North Carolina
$81.2K
OA
1013
Operose Advisors
Wisconsin
$80.5K +$9.75K +69 +14%
WWM
1014
Wolff Wiese Magana
California
$79.5K -$1.98K -14 -2%
MPWT
1015
MassMutual Private Wealth & Trust
Connecticut
$79K -$17K -120 -18%
TH
1016
TCTC Holdings
Texas
$78.3K
AIC
1017
Archer Investment Corporation
Indiana
$77.9K -$3.39K -24 -4%
CFG
1018
Clayton Financial Group
Missouri
$76.2K +$75.6K +535 New
AG
1019
AmeriFlex Group
Nevada
$75.5K +$9.61K +68 +15%
AA
1020
Addison Advisors
Vermont
$74.9K -$8.9K -63 -11%
BONH
1021
Bank of New Hampshire
New Hampshire
$72.9K
PS
1022
Pinney & Scofield
Massachusetts
$72.5K
RFP
1023
Root Financial Partners
California
$70.5K +$69.9K +495 New
GWS
1024
Glassman Wealth Services
Virginia
$70.4K
PK
1025
Pflug Koory
Nebraska
$67.6K