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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
Morgan Stanley
1
Morgan Stanley
New York
$2.82B +$64M +452,858 +2%
Bank of America
2
Bank of America
North Carolina
$879M -$64.3M -454,797 -7%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$795M +$48.9M +345,906 +7%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$769M +$481M +3,406,598 +171%
Wells Fargo
5
Wells Fargo
California
$745M +$8.54M +60,401 +1%
FCAS
6
First Command Advisory Services
Texas
$506M +$502M +3,550,122 +80,392%
Ameriprise
7
Ameriprise
Minnesota
$363M +$3.71M +26,261 +1%
LPL Financial
8
LPL Financial
California
$350M +$12.2M +86,160 +4%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$348M -$2.67M -18,890 -0.8%
TIAA Trust, National Association
10
TIAA Trust, National Association
North Carolina
$346M -$15.8M -111,900 -4%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$341M -$15M -105,987 -4%
UBS Group
12
UBS Group
Switzerland
$330M +$4.47M +31,610 +1%
CCWM
13
Cassaday & Co Wealth Management
Virginia
$302M +$1.15M +8,121 +0.4%
VIA
14
Vantagepoint Investment Advisers
District of Columbia
$270M +$268M +1,895,296 New
Envestnet Portfolio Solutions
15
Envestnet Portfolio Solutions
Illinois
$259M +$30.7M +217,051 +14%
FCBT
16
First Citizens Bank & Trust
North Carolina
$242M +$29.8M +211,174 +14%
CB
17
Commerce Bank
Missouri
$237M -$8.53M -60,387 -4%
US Bancorp
18
US Bancorp
Minnesota
$223M -$753K -5,330 -0.3%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$189M -$2.87M -20,295 -2%
CFB
20
Cullen/Frost Bankers
Texas
$170M +$33.7M +238,826 +25%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$167M +$925K +6,543 +0.6%
Osaic Holdings
22
Osaic Holdings
Arizona
$160M +$8.36M +59,129 +6%
Raymond James Financial
23
Raymond James Financial
Florida
$128M +$14.1M +99,624 +12%
FAC
24
Financial Advisory Corporation
Michigan
$106M -$2.21M -15,654 -2%
JP Morgan Chase
25
JP Morgan Chase
New York
$104M +$8.74M +61,844 +9%