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iShares Russell Mid-Cap Growth ETF

1,169 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 73 funds opening new positions, 380 increasing their positions, 374 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $11.5M | Put options by funds: $5.46M

2% more repeat investments, than reductions

Existing positions increased: 380 | Existing positions reduced: 374

2.23% less ownership

Funds ownership: 78.56%76.33% (-2.2%)

5% less funds holding

Funds holding: 1,2261,169 (-57)

12% less capital invested

Capital invested by funds: $16.3B → $14.3B (-$1.97B)

18% less funds holding in top 10

Funds holding in top 10: 4436 (-8)

25% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 97

Holders
1,169
Holders Change
-57
Holders Change %
-4.65%
% of All Funds
14.4%
Holding in Top 10
36
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-18.18%
% of All Funds
0.44%
New
73
Increased
380
Reduced
374
Closed
97
Calls
$11.5M
Puts
$5.46M
Net Calls
+$6.05M
Net Calls Change
-$2.88M
Name Holding Trade Value Shares
Change
Change in
Stake
ISFAN
1201
Investor's Fiduciary Advisor Network
Washington
-$421K -3,079 Closed
IF
1202
Intrua Financial
Texas
-$377K -2,751 Closed
OCA
1203
OpenArc Corporate Advisory
Georgia
-$370K -2,699 Closed
JWM
1204
Jacksonville Wealth Management
Florida
-$342K -2,494 Closed
HFO
1205
Heritage Family Offices
Arizona
-$328K -2,398 Closed
AB
1206
ANB Bank
Colorado
-$268K -1,959 Closed
AWA
1207
Arete Wealth Advisors
Illinois
-$267K -1,951 Closed
CA
1208
CGN Advisors
Kansas
-$264K -1,930 Closed
OWA
1209
One Wealth Advisors
California
-$254K -1,856 Closed
DWP
1210
Destiny Wealth Partners
Florida
-$252K -1,802 Closed
LWA
1211
Legacy Wealth Advisors
Florida
-$239K -1,744 Closed
TPA
1212
Trivium Point Advisory
Connecticut
-$230K -1,678 Closed
ARC
1213
Advisor Resource Council
Texas
-$227K -1,668 Closed
RCA
1214
Runnymede Capital Advisors
Ohio
-$227K -1,660 Closed
AWP
1215
Axis Wealth Partners
Rhode Island
-$222K -1,618 Closed
GKWIM
1216
Gerber Kawasaki Wealth & Investment Management
California
-$215K -1,567 Closed
FIM
1217
Freedom Investment Management
Connecticut
-$213K -1,559 Closed
TCOTS
1218
Trust Company of the South
North Carolina
-$213K -1,559 Closed
SFP
1219
Shepherd Financial Partners
Massachusetts
-$212K -1,547 Closed
RWM
1220
Revisor Wealth Management
Ohio
-$216K -1,538 Closed
ZIM
1221
Zacks Investment Management
Illinois
-$210K -1,532 Closed
SHWM
1222
Smith & Howard Wealth Management
Georgia
-$209K -1,529 Closed
BC
1223
Burney Company
Virginia
-$209K -1,525 Closed
WA
1224
Waddell & Associates
Tennessee
-$208K -1,522 Closed
TM
1225
TigerOak Management
New Mexico
-$208K -1,518 Closed