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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
SWP
151
Stratos Wealth Partners
Ohio
$8.67M +$973K +6,887 +13%
AssetMark Inc
152
AssetMark Inc
California
$8.66M -$1.41M -9,984 -14%
SCP
153
Stevens Capital Partners
Nebraska
$8.38M +$312K +2,205 +4%
CHAM
154
Clear Harbor Asset Management
Connecticut
$8.33M +$232K +1,643 +3%
GIA
155
GHP Investment Advisors
Colorado
$8.32M -$134K -947 -2%
SMF
156
Sterling Manor Financial
New York
$8.23M -$1.12M -7,934 -12%
PCMM
157
Piedmont Capital Management (Montana)
Montana
$8.2M -$464K -3,285 -5%
PCG
158
Prosperity Consulting Group
Maryland
$7.92M +$248K +1,756 +3%
Cerity Partners
159
Cerity Partners
New York
$7.88M -$484K -3,423 -6%
CG
160
Corundum Group
Colorado
$7.69M
FPAS
161
Focus Partners Advisor Solutions
Missouri
$7.66M +$546K +3,861 +8%
FCH
162
Freestone Capital Holdings
Washington
$7.53M -$315K -2,229 -4%
MWM
163
Modera Wealth Management
New Jersey
$7.48M -$47.5K -336 -0.6%
PIA
164
Powell Investment Advisors
Florida
$7.48M -$220K -1,556 -3%
GIA
165
Gladstone Institutional Advisory
Florida
$7.33M -$1.16M -8,221 -14%
MI
166
Moneywise Inc
Virginia
$7.31M -$81K -573 -1%
PGFC
167
Peapack-Gladstone Financial Corp
New Jersey
$7.28M +$129K +910 +2%
FNT
168
First National Trust
Pennsylvania
$7.27M +$3.88M +27,469 +117%
CA
169
Clearstead Advisors
Ohio
$7.24M -$342K -2,423 -5%
CCM
170
Condor Capital Management
New Jersey
$7.14M -$1.28M -9,089 -15%
MFG
171
Mainsail Financial Group
Washington
$7.01M +$152K +1,075 +2%
CI
172
Conning Inc
Connecticut
$6.9M
MCM
173
Monument Capital Management
Virginia
$6.85M -$546K -3,862 -7%
PF
174
Phoenix Financial
Israel
$6.81M -$2.3M -16,302 -25%
William Blair & Company
175
William Blair & Company
Illinois
$6.74M -$68.7K -486 -1%