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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
HPIA
1026
Hamilton Point Investment Advisors
North Carolina
$67.2K
AFG
1027
Albion Financial Group
Utah
$67.1K
AP
1028
Atwood & Palmer
Missouri
$65.5K
LFA
1029
LGT Financial Advisors
Texas
$65.2K
MFC
1030
Mechanics Financial Corp
Ohio
$64.9K
BWM
1031
Bernard Wealth Management
Michigan
$61K
KB
1032
Kimelman & Baird
New York
$61K
HWM
1033
Horizons Wealth Management
North Carolina
$60.7K
JWA
1034
JFS Wealth Advisors
Pennsylvania
$60.1K +$7.35K +52 +14%
MWA
1035
Medallion Wealth Advisors
Connecticut
$59.8K
MIFH
1036
Migdal Insurance & Financial Holdings
Israel
$58K -$57.9K -410 -50%
FRA
1037
Front Row Advisors
California
$57.8K
CMP
1038
Coston McIsaac & Partners
Maine
$57K
PAM
1039
Palisade Asset Management
Minnesota
$57K +$56.5K +400 New
MTIC
1040
Missouri Trust & Investment Company
Missouri
$56.1K +$41.5K +294 +294%
GWS
1041
Greykasell Wealth Strategies
California
$54.8K +$54.4K +385 New
ITIM
1042
Indiana Trust & Investment Management
Indiana
$54.5K
NSG
1043
Nalls Sherbakoff Group
Tennessee
$54.5K
MEG
1044
Millstone Evans Group
Colorado
$54.3K
HI
1045
Horizon Investments
North Carolina
$51.8K
TTIC
1046
Tower Trust & Investment Company
Iowa
$48.7K
CWP
1047
Concord Wealth Partners
Virginia
$46.8K
PAI
1048
Pittenger & Anderson Inc
Nebraska
$45.6K
CI
1049
CX Institutional
Indiana
$44K
FFA
1050
Founders Financial Alliance
North Carolina
$43.8K +$43.4K +307 New