We are live on ! Find out more
IWP icon

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
APW
1126
Aventura Private Wealth
Florida
$10.7K
RP
1127
Rice Partnership
Hawaii
$10.1K +$6.92K +49 +223%
BL
1128
BFSG LLC
California
$9.97K -$4.24K -30 -30%
NFSG
1129
Newbridge Financial Services Group
Florida
$9.13K
HNW
1130
High Note Wealth
Minnesota
$9.11K -$6.36K -45 -41%
PSFG
1131
Park Square Financial Group
Georgia
$8.69K -$1.41K -10 -14%
PWA
1132
Provenance Wealth Advisors
Florida
$8.54K
BCM
1133
Blume Capital Management
California
$8.54K +$8.48K +60 New
APCM
1134
Alaska Permanent Capital Management
Alaska
$7.97K
NRG
1135
Nemes Rush Group
Michigan
$7.27K
DF
1136
Dunhill Financial
United Kingdom
$6.84K
FCT
1137
First Community Trust
Iowa
$6.84K
BDPWM
1138
Barnes Dennig Private Wealth Management
Ohio
$6.27K
VCM
1139
Versant Capital Management
Arizona
$5.98K
ETC
1140
Exchange Traded Concepts
Oklahoma
$5.84K -$239K -1,693 -98%
NL
1141
NVWM LLC
Pennsylvania
$5.01K
CFS
1142
Compass Financial Services
Iowa
$4.98K +$4.95K +35 New
CB
1143
CNB Bank
Pennsylvania
$4.7K
BC
1144
Broadwater Capital
Massachusetts
$4.56K -$623K -4,406 -99%
PFM
1145
Phillips Financial Management
Indiana
$4.56K
PSB
1146
Piscataqua Savings Bank
New Hampshire
$4.27K
GF
1147
GGM Financials
Ohio
$4.13K +$4.1K +29 New
MHR
1148
Matthew Hamilton Rosenberg
$3.42K -$2.83K -20 -45%
LFG
1149
Larson Financial Group
Missouri
$2.85K
WWA
1150
Wealth Watch Advisors
Colorado
$2.71K +$2.69K +19 New