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iShares Russell Mid-Cap Growth ETF

1,140 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 75 funds opening new positions, 353 increasing their positions, 359 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1% less funds holding

Funds holding: 1,1521,140 (-12)

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
1,140
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
48
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$23.8M
Puts
$38.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
101
Forvis Mazars Wealth Advisors
Missouri
$16.7M
APP
102
Avantax Planning Partners
Iowa
$16.7M
JFG
103
JMG Financial Group
Illinois
$16.5M
CRC
104
Curi RMB Capital
Illinois
$16.1M
HIP
105
HUB Investment Partners
Texas
$15.7M
SFG
106
Stonebridge Financial Group
Pennsylvania
$15.7M
N
107
Nuveen
North Carolina
$15.6M
BCWM
108
Bartlett & Co Wealth Management
Ohio
$15.4M
Bank of New York Mellon
109
Bank of New York Mellon
New York
$15.3M
UCMOK
110
United Capital Management of KS
Kansas
$14.5M
CWM
111
Connecticut Wealth Management
Connecticut
$14.4M
FFL
112
Future Fund LLC
Illinois
$14.1M
LWP
113
LMG Wealth Partners
Louisiana
$14.1M
SEM
114
Strategic Equity Management
Arizona
$14M
FCAM
115
First Citizens Asset Management
North Carolina
$13.9M
Pathstone Holdings
116
Pathstone Holdings
New Jersey
$13.5M
FMII
117
Farmers & Merchants Investments Inc
Nebraska
$13.3M
NA
118
NewEdge Advisors
Louisiana
$13.2M
NP
119
NorthRock Partners
Minnesota
$13.2M
MCCA
120
Mill Creek Capital Advisors
Pennsylvania
$12.8M
CNBT
121
Canandaigua National Bank & Trust
New York
$12.8M
AWM
122
AE Wealth Management
Kansas
$12.7M
OAM
123
Occidental Asset Management
California
$12.7M
FCIS
124
First Citizens Investor Services
North Carolina
$12.6M
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$12.6M