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iShares Russell Mid-Cap ETF

1,406 hedge funds and large institutions have $37.1B invested in iShares Russell Mid-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 464 increasing their positions, 452 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

3% more repeat investments, than reductions

Existing positions increased: 464 | Existing positions reduced: 452

2% less funds holding

Funds holding: 1,4281,406 (-22)

3% less funds holding in top 10

Funds holding in top 10: 6058 (-2)

Holders
1,406
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$16.2M
Puts
$1.31M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WW
226
Westshore Wealth
California
$6.49M
CWG
227
Cornerstone Wealth Group
North Carolina
$6.49M
CRC
228
Curi RMB Capital
Illinois
$6.44M
CGPCS
229
Capital Group Private Client Services
California
$6.42M
TCM
230
TABR Capital Management
California
$6.4M
OGF
231
Orin Green Financial
California
$6.35M
CWP
232
CFM Wealth Partners
Texas
$6.34M
CPIG
233
Chicago Partners Investment Group
Illinois
$6.27M
WB
234
WesBanco Bank
West Virginia
$6.26M
TTWM
235
TCV Trust & Wealth Management
Virginia
$6.15M
Citigroup
236
Citigroup
New York
$6.12M
ASN
237
Advisory Services Network
Georgia
$6.1M
OIA
238
OneDigital Investment Advisors
Kansas
$6.07M
BFG
239
Baron Financial Group
New Jersey
$6.03M
JFGIW
240
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.99M
SWM
241
Shelton Wealth Management
Texas
$5.98M
S
242
Sachetta
Massachusetts
$5.96M
DWT
243
Dorsey & Whitney Trust
South Dakota
$5.94M
SFG
244
Sunburst Financial Group
Alabama
$5.93M
EFS
245
Essex Financial Services
Connecticut
$5.92M
Vanguard Group
246
Vanguard Group
Pennsylvania
$5.92M
FNBT
247
FineMark National Bank & Trust
Florida
$5.91M
TFCP
248
Twin Focus Capital Partners
Massachusetts
$5.8M
SIM
249
Stratos Investment Management
Ohio
$5.76M
PFS
250
Prospera Financial Services
Texas
$5.75M