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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
OAM
126
Occidental Asset Management
California
$10.4M -$1.21M -8,935 -10%
PCG
127
Prosperity Consulting Group
Maryland
$10.3M +$586K +4,332 +6%
N
128
Nuveen
North Carolina
$10.1M +$1.08M +7,990 +11%
IA
129
IFP Advisors
Florida
$10.1M +$683K +5,049 +7%
WIC
130
Whitegate Investment Counselors
New Hampshire
$10.1M -$19.4K -143 -0.2%
ATC
131
Argent Trust Co
Tennessee
$10.1M -$198K -1,460 -2%
FNT
132
First National Trust
Pennsylvania
$10M +$535K +3,950 +5%
LEA
133
Legacy Edge Advisors
New York
$10M +$1.62K +12 +0%
Cerity Partners
134
Cerity Partners
New York
$9.93M +$900K +6,651 +9%
FHC
135
First Horizon Corporation
Tennessee
$9.69M +$1.94M +14,325 +23%
CG
136
Corundum Group
Colorado
$9.67M +$935K +6,909 +10%
SCM
137
Sterling Capital Management
North Carolina
$9.67M +$978K +7,225 +11%
MB
138
MidFirst Bank
Oklahoma
$9.46M -$292K -2,155 -3%
Janney Montgomery Scott
139
Janney Montgomery Scott
Pennsylvania
$9.37M -$734K -5,427 -7%
STA
140
Summit Trail Advisors
New York
$9.31M +$9.45M +69,832 +2,459%
PFA
141
Petra Financial Advisors
Colorado
$9.24M +$183K +1,350 +2%
SAG
142
Sentinel Advisory Group
Wisconsin
$8.63M +$9.12M +67,385 New
PWAM
143
Private Wealth Asset Management
Iowa
$8.62M +$742K +5,487 +9%
SYBT
144
Stock Yards Bank & Trust
Kentucky
$8.6M +$315K +2,327 +4%
FMC
145
First Merchants Corp
Indiana
$8.52M -$294K -2,172 -3%
FFA
146
First Foundation Advisors
California
$8.48M +$124K +913 +1%
CI
147
Conning Inc
Connecticut
$8.41M +$2.24M +16,582 +34%
KFP
148
KMG Fiduciary Partners
Ohio
$8.34M +$199K +1,469 +2%
CGA
149
Crescent Grove Advisors
Illinois
$7.86M +$406 +3 +0%
SWGC
150
Summit Wealth Group (Colorado)
Colorado
$7.81M +$5.07M +37,450 +161%