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iShares Russell Mid-Cap Growth ETF

1,149 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 140 funds opening new positions, 329 increasing their positions, 371 reducing their positions, and 44 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:

10.46% less ownership

Funds ownership: 74.67%64.21% (-10%)

11% less repeat investments, than reductions

Existing positions increased: 329 | Existing positions reduced: 371

42% less call options, than puts

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

Holders
1,149
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
FMWA
101
Forvis Mazars Wealth Advisors
Missouri
$16.8M
FWP
102
Falcon Wealth Planning
California
$16.6M
Wealth Enhancement Advisory Services
103
Wealth Enhancement Advisory Services
Minnesota
$16.6M
JFG
104
JMG Financial Group
Illinois
$16.5M
Qube Research & Technologies (QRT)
105
Qube Research & Technologies (QRT)
United Kingdom
$16.1M
SFG
106
Stonebridge Financial Group
Pennsylvania
$15.6M
HIP
107
HUB Investment Partners
Texas
$15.3M
CRC
108
Curi RMB Capital
Illinois
$15.3M
BCWM
109
Bartlett & Co Wealth Management
Ohio
$15.3M
Pathstone Holdings
110
Pathstone Holdings
New Jersey
$14.8M
CM
111
Churchill Management
California
$14.6M
Wellington Management Group
112
Wellington Management Group
Massachusetts
$14.4M
CWM
113
Connecticut Wealth Management
Connecticut
$14M
UCMOK
114
United Capital Management of KS
Kansas
$14M
CWM
115
Congress Wealth Management
Massachusetts
$13.9M
SEM
116
Strategic Equity Management
Arizona
$13.9M
FFL
117
Future Fund LLC
Illinois
$13.7M
LWP
118
LMG Wealth Partners
Louisiana
$13.6M
FMII
119
Farmers & Merchants Investments Inc
Nebraska
$12.9M
NP
120
NorthRock Partners
Minnesota
$12.9M
SCM
121
Sterling Capital Management
North Carolina
$12.7M
NA
122
NewEdge Advisors
Louisiana
$12.6M
OAM
123
Occidental Asset Management
California
$12.6M
MCCA
124
Mill Creek Capital Advisors
Pennsylvania
$12.5M
AAS
125
Avantax Advisory Services
Texas
$12.4M