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
CBA
1201
Coastal Bridge Advisors
Connecticut
-$202K -1,458 Closed
MWM
1202
Modern Wealth Management
Kansas
-$202K -1,458 Closed
TI
1203
Trexquant Investment
Connecticut
-$202K -1,454 Closed
WP
1204
Wealthspan Partners
Iowa
-$200K -1,444 Closed
Simplex Trading
1205
Simplex Trading
Illinois
-$150K -1,082 Closed
DMKJ
1206
David M. Knott Jr
-$96.4K -695 Closed
BCMLT
1207
Beacon Capital Management LLC (Tennessee)
Tennessee
-$83.2K -600 Closed
CL
1208
CSS LLC
Illinois
-$55.6K -401 Closed
WTFG
1209
Wood Tarver Financial Group
Idaho
-$55K -401 Closed
BMM
1210
Berkshire Money Management
Massachusetts
-$45.1K -325 Closed
RIM
1211
Ryan Investment Management
Colorado
-$35.6K -257 Closed
CWM
1212
CarsonAllaria Wealth Management
Illinois
-$24.7K -178 Closed
BA
1213
Bellwether Advisors
Nebraska
-$20.8K -150 Closed
MWM
1214
MorganRosel Wealth Management
Colorado
-$13.7K -99 Closed
EC
1215
Elequin Capital
New York
-$10.7K -77 Closed
PP
1216
Pacifica Partners
Canada
-$8.52K -62 Closed
AWM
1217
Angeles Wealth Management
California
-$3.19K -23 Closed
MSWA
1218
Marshall & Sterling Wealth Advisors
New York
-$3.19K -23 Closed
MSG
1219
Main Street Group
Virginia
-$1.66K -12 Closed
PCA
1220
PMV Capital Advisers
Texas
-$1.25K -9 Closed
AIA
1221
Aventus Investment Advisors
Florida
-$126 -1 Closed