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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
Kayne Anderson Rudnick Investment Management
201
Kayne Anderson Rudnick Investment Management
California
$5.31M -$95.2K -674 -2%
APW
202
Acima Private Wealth
Virginia
$5.29M
SPC
203
Sigma Planning Corp
Michigan
$5.28M +$315K +2,227 +6%
ACM
204
Advisors Capital Management
New Jersey
$5.28M +$1.51M +10,689 +41%
MBI
205
May Barnhard Investments
Maryland
$5.23M -$415K -2,934 -7%
GVAG
206
Great Valley Advisor Group
Delaware
$5.2M -$54.7K -387 -1%
WAM
207
Weinberger Asset Management
California
$5.14M +$329K +2,330 +7%
TPCW
208
TD Private Client Wealth
New York
$5.03M -$199K -1,410 -4%
BB
209
Berkshire Bank
Massachusetts
$5.02M -$144K -1,018 -3%
KWA
210
Kingswood Wealth Advisors
California
$5.01M +$1.79M +12,687 +56%
FCP
211
Fidelis Capital Partners
Florida
$4.99M
SC
212
Savant Capital
Illinois
$4.98M -$12K -85 -0.2%
HI
213
Harbour Investments
Wisconsin
$4.98M -$163K -1,154 -3%
BMCM
214
Burns Matteson Capital Management
New York
$4.96M -$53.4K -378 -1%
SWA
215
SOA Wealth Advisors
New York
$4.92M +$234K +1,654 +5%
BPA
216
Beacon Pointe Advisors
California
$4.9M +$655K +4,632 +16%
HIA
217
Harbor Investment Advisory
Maryland
$4.9M +$7.77K +55 +0.2%
ET
218
Equitable Trust
Tennessee
$4.89M +$1.92M +13,583 +65%
CC
219
Courier Capital
New York
$4.79M -$6.5K -46 -0.1%
AB
220
Atlas Brown
Kentucky
$4.76M -$35.6K -252 -0.7%
Citigroup
221
Citigroup
New York
$4.73M -$1.25M -8,879 -21%
IWM
222
IHT Wealth Management
Illinois
$4.72M +$1.31M +9,267 +39%
CAM
223
Cresset Asset Management
Illinois
$4.65M +$707 +5 +0%
SF
224
Summit Financial
New Jersey
$4.62M +$1.1M +7,785 +32%
T. Rowe Price Associates
225
T. Rowe Price Associates
Maryland
$4.57M