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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
LFAS
201
Level Four Advisory Services
Texas
$5.05M +$285K +2,104 +6%
FNBOO
202
First National Bank of Omaha
Nebraska
$4.99M -$94.7K -700 -2%
AUB
203
Atlantic Union Bankshares
Virginia
$4.95M +$794K +5,865 +18%
CAM
204
Cresset Asset Management
Illinois
$4.95M +$650K +4,804 +14%
CAC
205
Certified Advisory Corp
Florida
$4.94M +$1.25M +9,270 +32%
ASN
206
Advisory Services Network
Georgia
$4.93M +$333K +2,464 +7%
WAM
207
Weinberger Asset Management
California
$4.91M +$243K +1,798 +5%
LF
208
Lee Financial
Texas
$4.81M -$434K -3,206 -8%
JFGIW
209
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.78M -$1.24M -9,148 -20%
SWA
210
SOA Wealth Advisors
New York
$4.77M -$64K -473 -1%
CCM
211
Coldstream Capital Management
Washington
$4.77M -$616K -4,553 -11%
APW
212
Acima Private Wealth
Virginia
$4.76M
SC
213
Saiph Capital
New Jersey
$4.75M +$66.3K +490 +1%
GVAG
214
Great Valley Advisor Group
Delaware
$4.75M +$96.6K +714 +2%
PA
215
Procyon Advisors
Connecticut
$4.69M +$2.99M +22,093 +152%
ET
216
Equitable Trust
Tennessee
$4.62M +$130K +964 +3%
HIA
217
Harbor Investment Advisory
Maryland
$4.56M +$46.8K +346 +1%
CGPCS
218
Capital Group Private Client Services
California
$4.56M -$1.06M -7,870 -18%
HF
219
HRT Financial
New York
$4.52M +$4.77M +35,287 New
EAM
220
Eukles Asset Management
Ohio
$4.49M +$634K +4,683 +15%
PWCM
221
Processus Wealth & Capital Management
Tennessee
$4.47M +$160K +1,180 +4%
WFS
222
Widmann Financial Services
Maryland
$4.4M +$133K +985 +3%
PAS
223
Park Avenue Securities
New York
$4.35M -$4.95M -36,599 -52%
EWS
224
Evergreen Wealth Solutions
Pennsylvania
$4.35M +$3.35M +24,784 +271%
BB
225
Berkshire Bank
Massachusetts
$4.29M -$98.2K -726 -2%