We are live on ! Find out more
IWP icon

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
HIP
101
HUB Investment Partners
Texas
$15M +$1.38M +10,173 +10%
JFG
102
JMG Financial Group
Illinois
$14.7M +$149K +1,099 +1%
CRC
103
Curi RMB Capital
Illinois
$14.5M +$8.12K +60 +0.1%
APP
104
Avantax Planning Partners
Iowa
$14.3M -$352K -2,599 -2%
BCWM
105
Bartlett & Co Wealth Management
Ohio
$14.3M -$508K -3,756 -3%
BCIM
106
Bishop & Co Investment Management
Pennsylvania
$13M -$5.67M -41,911 -29%
FMWA
107
Forvis Mazars Wealth Advisors
Missouri
$13M -$690K -5,101 -5%
CWM
108
Connecticut Wealth Management
Connecticut
$12.9M +$14.6K +108 +0.1%
Pathstone Holdings
109
Pathstone Holdings
New Jersey
$12.8M +$1.02M +7,545 +8%
SCA
110
Southern Capital Advisors
Tennessee
$12.8M +$1.42M +10,501 +12%
Wealth Enhancement Advisory Services
111
Wealth Enhancement Advisory Services
Minnesota
$12.8M -$2.86M -21,168 -18%
SA
112
Sanctuary Advisors
Indiana
$12.7M -$860K -6,358 -6%
VA
113
VestGen Advisors
Illinois
$12.6M +$78.3K +579 +0.6%
CNC
114
Canandaigua National Corp
New York
$12.5M +$13.2M +97,741 New
LWP
115
LMG Wealth Partners
Louisiana
$12.4M -$399K -2,948 -3%
NA
116
NewEdge Advisors
Louisiana
$12.2M -$82K -606 -0.6%
P
117
&Partners
Tennessee
$12.1M -$74K -547 -0.6%
FMII
118
Farmers & Merchants Investments Inc
Nebraska
$12M
HCA
119
Heck Capital Advisors
Wisconsin
$11.8M +$1.22M +9,007 +11%
FCAM
120
First Citizens Asset Management
North Carolina
$11.6M -$1.17M -8,613 -9%
NP
121
NorthRock Partners
Minnesota
$11.5M -$99.9K -738 -0.8%
MCCA
122
Mill Creek Capital Advisors
Pennsylvania
$10.8M -$505K -3,730 -4%
SF
123
Summit Financial
New Jersey
$10.7M +$6.46M +47,707 +132%
WFA
124
WestHill Financial Advisors
California
$10.7M +$947K +6,996 +9%
XF
125
XML Financial
Maryland
$10.6M +$277K +2,046 +3%