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iShares Russell Mid-Cap ETF

1,415 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 85 funds opening new positions, 468 increasing their positions, 455 reducing their positions, and 68 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: 468 | Existing positions reduced: 455

1% less funds holding

Funds holding: 1,4301,415 (-15)

3% less funds holding in top 10

Funds holding in top 10: 6058 (-2)

Holders
1,415
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
SF
226
Summit Financial
New Jersey
$6.57M
WW
227
Westshore Wealth
California
$6.49M
CWG
228
Cornerstone Wealth Group
North Carolina
$6.49M
CRC
229
Curi RMB Capital
Illinois
$6.44M
CGPCS
230
Capital Group Private Client Services
California
$6.42M
TCM
231
TABR Capital Management
California
$6.4M
OGF
232
Orin Green Financial
California
$6.35M
CWP
233
CFM Wealth Partners
Texas
$6.34M
CPIG
234
Chicago Partners Investment Group
Illinois
$6.27M
WB
235
WesBanco Bank
West Virginia
$6.26M
TTWM
236
TCV Trust & Wealth Management
Virginia
$6.15M
Citigroup
237
Citigroup
New York
$6.12M
ASN
238
Advisory Services Network
Georgia
$6.1M
OIA
239
OneDigital Investment Advisors
Kansas
$6.07M
BFG
240
Baron Financial Group
New Jersey
$6.03M
JFGIW
241
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.99M
SWM
242
Shelton Wealth Management
Texas
$5.98M
S
243
Sachetta
Massachusetts
$5.96M
DWT
244
Dorsey & Whitney Trust
South Dakota
$5.94M
SFG
245
Sunburst Financial Group
Alabama
$5.93M
EFS
246
Essex Financial Services
Connecticut
$5.92M
Vanguard Group
247
Vanguard Group
Pennsylvania
$5.92M
FNBT
248
FineMark National Bank & Trust
Florida
$5.91M
TFCP
249
Twin Focus Capital Partners
Massachusetts
$5.8M
SIM
250
Stratos Investment Management
Ohio
$5.76M