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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
JFG
101
JMG Financial Group
Illinois
$14.7M
CRC
102
Curi RMB Capital
Illinois
$14.5M
APP
103
Avantax Planning Partners
Iowa
$14.3M
BCWM
104
Bartlett & Co Wealth Management
Ohio
$14.3M
BCIM
105
Bishop & Co Investment Management
Pennsylvania
$13M
FMWA
106
Forvis Mazars Wealth Advisors
Missouri
$13M
CWM
107
Connecticut Wealth Management
Connecticut
$12.9M
Pathstone Holdings
108
Pathstone Holdings
New Jersey
$12.8M
SCA
109
Southern Capital Advisors
Tennessee
$12.8M
Wealth Enhancement Advisory Services
110
Wealth Enhancement Advisory Services
Minnesota
$12.8M
SA
111
Sanctuary Advisors
Indiana
$12.7M
VA
112
VestGen Advisors
Illinois
$12.6M
CNC
113
Canandaigua National Corp
New York
$12.5M
LWP
114
LMG Wealth Partners
Louisiana
$12.4M
P
115
&Partners
Tennessee
$12.1M
FMII
116
Farmers & Merchants Investments Inc
Nebraska
$12M
HCA
117
Heck Capital Advisors
Wisconsin
$11.8M
FCAM
118
First Citizens Asset Management
North Carolina
$11.6M
NP
119
NorthRock Partners
Minnesota
$11.5M
MCCA
120
Mill Creek Capital Advisors
Pennsylvania
$10.8M
SF
121
Summit Financial
New Jersey
$10.7M
WFA
122
WestHill Financial Advisors
California
$10.7M
XF
123
XML Financial
Maryland
$10.6M
OAM
124
Occidental Asset Management
California
$10.4M
PCG
125
Prosperity Consulting Group
Maryland
$10.3M