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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
HFS
1076
Hughes Financial Services
Virginia
$28.5K
BHWM
1077
Beaird Harris Wealth Management
Texas
$28.2K +$15.5K +110 +125%
RMC
1078
Resources Management Corp
Connecticut
$28K
DAM
1079
Delta Asset Management
Tennessee
$25.6K
MWM
1080
Mascoma Wealth Management
New Hampshire
$23.9K
PWMG
1081
Private Wealth Management Group
New Jersey
$23.9K +$23.7K +168 New
MAS
1082
MPWM Advisory Solutions
Georgia
$23.8K
KG
1083
Kilter Group
New York
$23.6K
SR
1084
Syntax Research
Florida
$23.1K
ICCON
1085
Investment Counsel Company of Nevada
Nevada
$23.1K +$22.9K +162 New
LWA
1086
Lowe Wealth Advisors
Maryland
$22.5K +$1.13K +8 +5%
DFA
1087
DHJJ Financial Advisors
Illinois
$22.2K -$7.35K -52 -25%
TFG
1088
Team Financial Group
California
$22.2K
SIS
1089
Sound Income Strategies
Florida
$22.1K -$86.8K -614 -80%
HAP
1090
Harbor Asset Planning
Massachusetts
$22K +$141 +1 +0.6%
HWA
1091
HHM Wealth Advisors
Tennessee
$21.4K
RTC
1092
Riverview Trust Company
Washington
$21.4K
UCB
1093
United Community Bank
South Carolina
$21.2K
HWM
1094
HighMark Wealth Management
Minnesota
$20.7K +$707 +5 +4%
ACA
1095
American Capital Advisory
Idaho
$20.4K
WBC
1096
West Branch Capital
Massachusetts
$20.3K -$16.7K -118 -45%
LWMI
1097
Legacy Wealth Management (Idaho)
Idaho
$19.5K +$1.84K +13 +10%
CA
1098
Crewe Advisors
Utah
$18.9K
CAM
1099
Creekmur Asset Management
Illinois
$18.8K +$18.7K +132 New
AIM
1100
Anchor Investment Management
South Carolina
$18.5K