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iShares Russell Mid-Cap Growth ETF

1,211 hedge funds and large institutions have $16.3B invested in iShares Russell Mid-Cap Growth ETF in 2025 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 399 increasing their positions, 331 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions 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:

more funds holding

Funds holding:

1.22% more ownership

Funds ownership: 77.27%78.49% (+1.2%)

2% more capital invested

Capital invested by funds: $16B → $16.3B (+$290M)

10% less funds holding in top 10

Funds holding in top 10: 4843 (-5)

Holders
1,211
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
43
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$16.6M
Puts
$7.71M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DM
101
Diversified Management
Wisconsin
$16.7M
Bank of New York Mellon
102
Bank of New York Mellon
New York
$16M
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$15.9M
FPGK
104
Financial Partners Group (Kansas)
Kansas
$15.8M
APP
105
Avantax Planning Partners
Iowa
$15.7M
JFG
106
JMG Financial Group
Illinois
$15.5M
CRC
107
Curi RMB Capital
Illinois
$15.5M
SFGP
108
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$15.3M
BCWM
109
Bartlett & Co Wealth Management
Ohio
$14.8M
HIP
110
HUB Investment Partners
Texas
$14.6M
FMWA
111
Forvis Mazars Wealth Advisors
Missouri
$14.6M
SA
112
Sanctuary Advisors
Indiana
$14.4M
SL
113
StoryOne LLC
Kansas
$14.3M
UCMOK
114
United Capital Management of KS
Kansas
$14M
CWM
115
Connecticut Wealth Management
Connecticut
$13.8M
LWP
116
LMG Wealth Partners
Louisiana
$13.6M
FFL
117
Future Fund LLC
Illinois
$13.6M
FCAM
118
First Citizens Asset Management
North Carolina
$13.5M
NA
119
NewEdge Advisors
Louisiana
$13.2M
AWM
120
AE Wealth Management
Kansas
$13M
P
121
&Partners
Tennessee
$12.9M
CNBT
122
Canandaigua National Bank & Trust
New York
$12.8M
FMII
123
Farmers & Merchants Investments Inc
Nebraska
$12.8M
Pathstone Holdings
124
Pathstone Holdings
New Jersey
$12.7M
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$12.6M