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iShares Russell Mid-Cap Growth ETF

1,211 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 143 funds opening new positions, 399 increasing their positions, 331 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:

1.22% more ownership

Funds ownership: 77.27%78.49% (+1.2%)

2% more capital invested

Capital invested by funds: $16B → $16.3B (+$290M)

10% less funds holding in top 10

Funds holding in top 10: 4843 (-5)

Holders
1,211
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
CFD
1001
Creative Financial Designs
Indiana
$160K
LWCFA
1002
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$157K
BFPW
1003
BOK Financial Private Wealth
Colorado
$157K
TCA
1004
Trifecta Capital Advisors
Illinois
$157K
HI
1005
Horizon Investments
North Carolina
$157K
AEPWM
1006
Atlantic Edge Private Wealth Management
Florida
$156K
DCM
1007
Dorato Capital Management
Colorado
$152K
AIA
1008
Arcadia Investment Advisors
Idaho
$151K
OC
1009
Optima Capital
Oregon
$149K
BA
1010
Ballast Advisors
Minnesota
$141K
TF
1011
Tompkins Financial
New York
$141K
TC
1012
Trust Company
Kansas
$139K
DRP
1013
Decker Retirement Planning
Utah
$139K
EWM
1014
Evermay Wealth Management
Virginia
$137K
WTA
1015
Washington Trust Advisors
Massachusetts
$136K
FWM
1016
FLP Wealth Management
Arkansas
$135K
PWMG
1017
Private Wealth Management Group
New Jersey
$134K
SWA
1018
Strategic Wealth Advisors
Arizona
$134K
CWM
1019
Copia Wealth Management
Oregon
$133K
RFP
1020
Root Financial Partners
California
$132K
SL
1021
Salomon & Ludwin
Virginia
$126K
Legal & General Group
1022
Legal & General Group
United Kingdom
$126K
EDRH
1023
Edmond de Rothschild Holding
Switzerland
$126K
MCM
1024
MidAtlantic Capital Management
Virginia
$125K
BFS
1025
Bare Financial Services
Pennsylvania
$125K