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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
Mercer Global Advisors
176
Mercer Global Advisors
Colorado
$6.67M -$1.15M -8,149 -15%
JFGIW
177
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.61M +$1.5M +10,615 +30%
TAM
178
Tocqueville Asset Management
New York
$6.61M -$703K -4,973 -10%
Bessemer Group
179
Bessemer Group
New Jersey
$6.6M -$191K -1,350 -3%
VW
180
Vance Wealth
California
$6.57M -$250K -1,770 -4%
ML
181
McAdam LLC
Pennsylvania
$6.38M -$225K -1,593 -3%
FTS
182
Fifth Third Securities
Ohio
$6.32M -$5.65K -40 -0.1%
Thrivent Financial for Lutherans
183
Thrivent Financial for Lutherans
Minnesota
$6.27M +$2.42M +17,111 +64%
CGPCS
184
Capital Group Private Client Services
California
$6.19M -$1.41K -10 -0%
TC
185
TAGStone Capital
North Carolina
$6.14M +$11.2K +79 +0.2%
FHC
186
First Horizon Corporation
Tennessee
$6.14M +$6.1M +43,135 New
HNB
187
Hilltop National Bank
Wyoming
$6.14M +$32.8K +232 +0.5%
PAS
188
Park Avenue Securities
New York
$6.12M +$377K +2,670 +7%
LF
189
Lee Financial
Texas
$6.03M -$95.1K -673 -2%
ONB
190
Old National Bancorp
Indiana
$5.96M -$166K -1,172 -3%
HCP
191
Holt Capital Partners
Texas
$5.94M +$55.8K +395 +1%
IP
192
Investment Partners
Ohio
$5.9M +$139K +981 +2%
FNBT
193
FineMark National Bank & Trust
Florida
$5.82M +$301K +2,130 +6%
RF
194
rebel Financial
Ohio
$5.76M -$5.64M -39,940 Closed
CCM
195
Coldstream Capital Management
Washington
$5.64M +$396K +2,804 +8%
MWM
196
Meridian Wealth Management
Kentucky
$5.61M +$293K +2,070 +6%
CW
197
CreativeOne Wealth
Kansas
$5.58M -$192K -1,358 -3%
RFC
198
Regions Financial Corp
Alabama
$5.48M +$49.6K +351 +0.9%
SC
199
Saiph Capital
New Jersey
$5.42M +$60.1K +425 +1%
BMWS
200
Brady Martz Wealth Solutions
North Dakota
$5.37M -$62.3K -441 -1%