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iShares Russell Mid-Cap Growth ETF

1,159 hedge funds and large institutions have $16B invested in iShares Russell Mid-Cap Growth ETF in 2025 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 357 increasing their positions, 368 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 59

12.78% more ownership

Funds ownership: 64.52%77.3% (+13%)

12% more capital invested

Capital invested by funds: $14.3B → $16B (+$1.74B)

0% less funds holding

Funds holding: 1,1631,159 (-4)

3% less repeat investments, than reductions

Existing positions increased: 357 | Existing positions reduced: 368

6% less funds holding in top 10

Funds holding in top 10: 5148 (-3)

38% less call options, than puts

Call options by funds: $23.8M | Put options by funds: $38.1M

Holders
1,159
Holders Change
-4
Holders Change %
-0.34%
% of All Funds
15.22%
Holding in Top 10
48
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.88%
% of All Funds
0.63%
New
74
Increased
357
Reduced
368
Closed
59
Calls
$23.8M
Puts
$38.1M
Net Calls
-$14.3M
Net Calls Change
+$5.58M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$12.6M +$322K +2,276 +3%
SCA
127
Southern Capital Advisors
Tennessee
$12.4M +$205K +1,451 +2%
Kovitz Investment Group Partners
128
Kovitz Investment Group Partners
Illinois
$12.4M +$52.1K +369 +0.4%
VA
129
VestGen Advisors
Illinois
$12.2M +$338K +2,389 +3%
XF
130
XML Financial
Maryland
$11.6M -$45.5K -322 -0.4%
HCA
131
Heck Capital Advisors
Wisconsin
$11.4M -$327K -2,316 -3%
SL
132
Systelligence LLC
Minnesota
$11.4M -$8.52M -60,259 -43%
ATC
133
Argent Trust Co
Tennessee
$11.3M +$1.7K +12 +0%
WIC
134
Whitegate Investment Counselors
New Hampshire
$11.2M +$19.4K +137 +0.2%
WFA
135
WestHill Financial Advisors
California
$10.8M +$203K +1,437 +2%
UB
136
UMB Bank
Missouri
$10.4M -$2.36M -16,728 -19%
PFA
137
Petra Financial Advisors
Colorado
$10.3M +$295K +2,089 +3%
IA
138
IFP Advisors
Florida
$10.1M -$84.6K -599 -0.8%
SCM
139
Sterling Capital Management
North Carolina
$10M -$2.97M -21,002 -23%
FMC
140
First Merchants Corp
Indiana
$9.83M +$206K +1,459 +2%
SFS
141
Sowell Financial Services
Arkansas
$9.7M +$1.34M +9,455 +16%
FFA
142
First Foundation Advisors
California
$9.58M -$1.1M -7,758 -10%
SAM
143
Sequent Asset Management
Texas
$9.57M
Janney Montgomery Scott
144
Janney Montgomery Scott
Pennsylvania
$9.55M -$213K -1,510 -2%
SYBT
145
Stock Yards Bank & Trust
Kentucky
$9.35M +$570K +4,035 +7%
P
146
&Partners
Tennessee
$9.26M +$267K +1,886 +3%
KFP
147
KMG Fiduciary Partners
Ohio
$9.06M +$4.38K +31 +0%
PWAM
148
Private Wealth Asset Management
Iowa
$8.92M -$224K -1,584 -2%
JWCA
149
J.W. Cole Advisors
Florida
$8.87M -$917K -6,487 -9%
CGA
150
Crescent Grove Advisors
Illinois
$8.73M -$8.9K -63 -0.1%