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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
PCG
276
Prosperity Consulting Group
Maryland
$4.82M
PS
277
Principal Securities
Iowa
$4.8M
EW
278
Elyxium Wealth
California
$4.77M
TCB
279
Texas Capital Bancshares
Texas
$4.74M
TCOT
280
Trust Company of Toledo
Ohio
$4.62M
Kovitz Investment Group Partners
281
Kovitz Investment Group Partners
Illinois
$4.6M
MWP
282
MYCIO Wealth Partners
Pennsylvania
$4.55M
CL
283
Choreo LLC
Illinois
$4.49M
LL
284
LPWM LLC
Minnesota
$4.49M
CPSAC
285
Chas P. Smith & Associates (CPS)
Florida
$4.47M
SIC
286
Samalin Investment Counsel
New York
$4.44M
HWM
287
HB Wealth Management
Georgia
$4.43M
BCM
288
BTC Capital Management
Iowa
$4.42M
WIC
289
Whitegate Investment Counselors
New Hampshire
$4.4M
SHWM
290
Smith & Howard Wealth Management
Georgia
$4.39M
CB
291
Centennial Bank
Arkansas
$4.37M
DTC
292
Davidson Trust Company
Washington
$4.27M
GT
293
Greenleaf Trust
Michigan
$4.26M
Fiera Capital (Canada)
294
Fiera Capital (Canada)
Quebec, Canada
$4.26M
FPCP
295
Fort Point Capital Partners
California
$4.25M
CCB
296
Country Club Bank
Missouri
$4.25M
BHBT
297
Burke & Herbert Bank & Trust
Virginia
$4.2M
BP
298
Ballentine Partners
Massachusetts
$4.17M
FMII
299
Farmers & Merchants Investments Inc
Nebraska
$4.15M
SFA
300
Sequoia Financial Advisors
Ohio
$4.12M