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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
ADL
1051
Asset Dedication LLC
California
$43.4K
RFS
1052
Richardson Financial Services
Massachusetts
$43.3K
IIL
1053
Insight Inv LLC
California
$42.4K
RFA
1054
Register Financial Advisors
Georgia
$40.4K
ATC
1055
Adirondack Trust Company
New York
$40.2K -$1.98K -14 -5%
WOSD
1056
WFA of San Diego
California
$39.2K -$8.9K -63 -19%
SAM
1057
Smartleaf Asset Management
Massachusetts
$39.1K
MWPCG
1058
Measured Wealth Private Client Group
New Hampshire
$38.6K +$38.3K +271 New
JFA
1059
JNBA Financial Advisors
Minnesota
$38K
WB
1060
Webster Bank
Connecticut
$37.3K -$37K -262 -50%
IF
1061
Integrity Financial
Wyoming
$36.7K -$31.4K -222 -46%
ACM
1062
Anfield Capital Management
California
$36.7K
AW
1063
Avion Wealth
Texas
$35K
ATS
1064
Ashton Thomas Securities
New York
$33.6K +$33.3K +236 New
CYG
1065
Clean Yield Group
Vermont
$32.9K +$32.6K +231 New
CIAS
1066
Capital Investment Advisory Services
North Carolina
$32.6K
EPAM
1067
Evelyn Partners Asset Management
$31.9K
AWM
1068
Abound Wealth Management
Tennessee
$31.8K +$21.8K +154 +223%
MSFP
1069
Mark Sheptoff Financial Planning
Connecticut
$30.9K +$9.89K +70 +48%
BTD
1070
BankPlus Trust Department
Mississippi
$29.6K
RWPA
1071
Richard W. Paul & Associates
Michigan
$29.6K
IW
1072
Imprint Wealth
South Carolina
$29.1K +$28.8K +204 New
AWM
1073
Ameliora Wealth Management
Switzerland
$28.5K
PMFA
1074
Plante Moran Financial Advisors
Michigan
$28.5K
FGAM
1075
Financial Gravity Asset Management
Texas
$28.5K +$28.3K +200 New