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iShares Russell Mid-Cap Growth ETF

1,152 hedge funds and large institutions have $14.2B invested in iShares Russell Mid-Cap Growth ETF in 2025 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 330 increasing their positions, 372 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

10.27% less ownership

Funds ownership: 74.67%64.4% (-10%)

11% less repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 372

42% less call options, than puts

Call options by funds: $27.2M | Put options by funds: $47.1M

Holders
1,152
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
51
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$27.2M
Puts
$47.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFP
101
Pinnacle Financial Partners
Tennessee
$16.8M
FMWA
102
Forvis Mazars Wealth Advisors
Missouri
$16.8M
FWP
103
Falcon Wealth Planning
California
$16.6M
Wealth Enhancement Advisory Services
104
Wealth Enhancement Advisory Services
Minnesota
$16.6M
JFG
105
JMG Financial Group
Illinois
$16.5M
Qube Research & Technologies (QRT)
106
Qube Research & Technologies (QRT)
United Kingdom
$16.1M
SFG
107
Stonebridge Financial Group
Pennsylvania
$15.6M
HIP
108
HUB Investment Partners
Texas
$15.3M
CRC
109
Curi RMB Capital
Illinois
$15.3M
BCWM
110
Bartlett & Co Wealth Management
Ohio
$15.3M
Pathstone Holdings
111
Pathstone Holdings
New Jersey
$14.8M
CM
112
Churchill Management
California
$14.6M
Wellington Management Group
113
Wellington Management Group
Massachusetts
$14.4M
CWM
114
Connecticut Wealth Management
Connecticut
$14M
UCMOK
115
United Capital Management of KS
Kansas
$14M
CWM
116
Congress Wealth Management
Massachusetts
$13.9M
SEM
117
Strategic Equity Management
Arizona
$13.9M
FFL
118
Future Fund LLC
Illinois
$13.7M
LWP
119
LMG Wealth Partners
Louisiana
$13.6M
FMII
120
Farmers & Merchants Investments Inc
Nebraska
$12.9M
NP
121
NorthRock Partners
Minnesota
$12.9M
SCM
122
Sterling Capital Management
North Carolina
$12.7M
NA
123
NewEdge Advisors
Louisiana
$12.6M
OAM
124
Occidental Asset Management
California
$12.6M
MCCA
125
Mill Creek Capital Advisors
Pennsylvania
$12.5M