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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
SWA
1026
Strategic Wealth Advisors
Arizona
$134K
CWM
1027
Copia Wealth Management
Oregon
$133K
RFP
1028
Root Financial Partners
California
$132K
SL
1029
Salomon & Ludwin
Virginia
$126K
Legal & General Group
1030
Legal & General Group
United Kingdom
$126K
EDRH
1031
Edmond de Rothschild Holding
Switzerland
$126K
MCM
1032
MidAtlantic Capital Management
Virginia
$125K
BFS
1033
Bare Financial Services
Pennsylvania
$125K
RFG
1034
REAP Financial Group
Texas
$121K
PB
1035
Pinnacle Bancorp
Nebraska
$112K
TAM
1036
Tucker Asset Management
Colorado
$112K
CTA
1037
Colonial Trust Advisors
South Carolina
$110K
PCTC
1038
Perkins Coie Trust Company
Washington
$109K
USB
1039
Union Savings Bank
Connecticut
$109K
SN
1040
Sittner & Nelson
Oregon
$108K
TFM
1041
TFC Financial Management
Massachusetts
$105K
DWM
1042
Darwin Wealth Management
Florida
$104K
Deutsche Bank
1043
Deutsche Bank
Germany
$102K
W
1044
WealthCollab
Washington
$102K
KFAS
1045
Keating Financial Advisory Services
Kansas
$97.8K
LAS
1046
Lloyd Advisory Services
Georgia
$96.8K
KFP
1047
Kerr Financial Planning
California
$96K
DMKJ
1048
David M. Knott Jr
$95.2K
NSIM
1049
North Star Investment Management
Illinois
$94.5K
POIA
1050
Pin Oak Investment Advisors
Texas
$93K