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iShares Russell Mid-Cap Growth ETF

1,222 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 150 funds opening new positions, 400 increasing their positions, 333 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:

1.23% more ownership

Funds ownership: 77.29%78.52% (+1.2%)

2% more capital invested

Capital invested by funds: $16B → $16.3B (+$294M)

10% less funds holding in top 10

Funds holding in top 10: 4843 (-5)

Holders
1,222
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
CBT
1001
CoreFirst Bank & Trust
Kansas
$192K
MA
1002
Montag & Associates
Georgia
$191K
HBT
1003
Hills Bank & Trust
Iowa
$189K
MIA
1004
Milestone Investment Advisors
Wisconsin
$181K
NEWAS
1005
N.E.W. Advisory Services
Wisconsin
$168K
BW
1006
Basepoint Wealth
Iowa
$166K
BFO
1007
Biltmore Family Office
North Carolina
$164K
RAM
1008
Ramirez Asset Management
New York
$164K
ST
1009
Smithfield Trust
Pennsylvania
$163K
CFD
1010
Creative Financial Designs
Indiana
$160K
LWCFA
1011
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$157K
TCA
1012
Trifecta Capital Advisors
Illinois
$157K
BFPW
1013
BOK Financial Private Wealth
Colorado
$157K
HI
1014
Horizon Investments
North Carolina
$157K
AEPWM
1015
Atlantic Edge Private Wealth Management
Florida
$156K
DCM
1016
Dorato Capital Management
Colorado
$152K
AIA
1017
Arcadia Investment Advisors
Idaho
$151K
OC
1018
Optima Capital
Oregon
$149K
BA
1019
Ballast Advisors
Minnesota
$141K
TF
1020
Tompkins Financial
New York
$141K
TC
1021
Trust Company
Kansas
$139K
DRP
1022
Decker Retirement Planning
Utah
$139K
EWM
1023
Evermay Wealth Management
Virginia
$137K
WTA
1024
Washington Trust Advisors
Massachusetts
$136K
PWMG
1025
Private Wealth Management Group
New Jersey
$134K