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iShares Russell Mid-Cap Growth ETF

1,158 hedge funds and large institutions have $14.3B invested in iShares Russell Mid-Cap Growth ETF in 2026 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 378 increasing their positions, 369 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
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:

less ownership

Funds ownership:

less funds holding

Funds holding:

12% less capital invested

Capital invested by funds: $16.3B → $14.3B (-$2B)

21% less funds holding in top 10

Funds holding in top 10: 4334 (-9)

28% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 97

Holders
1,158
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
34
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.5M
Puts
$5.46M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
1201
Legacy Wealth Advisors
Florida
TPA
1202
Trivium Point Advisory
Connecticut
ARC
1203
Advisor Resource Council
Texas
RCA
1204
Runnymede Capital Advisors
Ohio
AWP
1205
Axis Wealth Partners
Rhode Island
GKWIM
1206
Gerber Kawasaki Wealth & Investment Management
California
TCOTS
1207
Trust Company of the South
North Carolina
FIM
1208
Freedom Investment Management
Connecticut
SFP
1209
Shepherd Financial Partners
Massachusetts
RWM
1210
Revisor Wealth Management
Ohio
ZIM
1211
Zacks Investment Management
Illinois
SHWM
1212
Smith & Howard Wealth Management
Georgia
BC
1213
Burney Company
Virginia
WA
1214
Waddell & Associates
Tennessee
TM
1215
TigerOak Management
New Mexico
AWA
1216
Alta Wealth Advisors
Massachusetts
BDFN
1217
Bond & Devick Financial Network
Minnesota
EIA
1218
Edgemoor Investment Advisors
Maryland
HH
1219
Hilltop Holdings
Texas
JRPIM
1220
Journey Retirement Planning & Investment Management
Idaho
GBWM
1221
Granite Bay Wealth Management
New Hampshire
MAM
1222
MMA Asset Management
Pennsylvania
EFL
1223
ERn Financial LLC
Wisconsin
WI
1224
WrapManager Inc
California
HA
1225
Harfst & Associates
Wyoming