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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
CFFP
1101
Center for Financial Planning
Michigan
$18.1K +$17.9K +127 New
PWA
1102
Physician Wealth Advisors
Utah
$17.1K
ANBT
1103
American National Bank & Trust
Texas
$17.1K
SWP
1104
SIMA Wealth Partners
Virginia
$16.9K
SRCM
1105
Signature Resources Capital Management
California
$16.8K +$16.7K +118 New
MLA
1106
MB, Levis & Associates
Pennsylvania
$15.9K
DJSG
1107
D.J. St. Germain
Massachusetts
$15.4K
NMG
1108
New Millennium Group
Utah
$14.8K +$11.7K +83 +395%
CSC
1109
Caldwell Sutter Capital
California
$14.5K
OL
1110
one8zero8 LLC
North Carolina
$14.5K
WAG
1111
Windsor Advisory Group
Ohio
$14.5K
HWP
1112
Highline Wealth Partners
California
$14.4K +$14.3K +101 New
FDCDDQ
1113
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.2K
PFSC
1114
Peoples Financial Services Corp
Pennsylvania
$14.1K
SFCL
1115
Strengthening Families & Communities LLC
Massachusetts
$13.8K +$13.6K +96 New
RPA
1116
Redwood Park Advisors
California
$13.7K
CBT
1117
Crews Bank & Trust
Florida
$13.4K
AFWM
1118
Abich Financial Wealth Management
Virginia
$13.2K +$13.1K +93 New
NRC
1119
New Republic Capital
North Carolina
$13K
FMB
1120
Field & Main Bank
Kentucky
$12.8K
VWWMG
1121
Vermillion & White Wealth Management Group
Pennsylvania
$12.4K
CPG
1122
Cornerstone Planning Group
New Jersey
$11.8K +$17.5K +124 New
IRC
1123
Investors Research Corp
Georgia
$11.5K -$12.6K -89 -52%
TSMHT
1124
Thurston Springer Miller Herd & Titak
Indiana
$11.1K
RIL
1125
Rothschild Investment LLC
Illinois
$11K