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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
PFM
301
Phillips Financial Management
Indiana
$4.1M
IWM
302
IHT Wealth Management
Illinois
$3.99M
IWC
303
Integrated Wealth Concepts
Massachusetts
$3.98M
QCG
304
Quadrant Capital Group
Ohio
$3.91M
SCM
305
SCS Capital Management
Massachusetts
$3.91M
AMG
306
Asset Management Group
Connecticut
$3.8M
AL
307
Aspiriant LLC
California
$3.8M
NL
308
NVWM LLC
Pennsylvania
$3.78M
OC
309
Oppenheimer & Co
New York
$3.78M
BKA
310
Brick & Kyle Associates
Pennsylvania
$3.76M
NS
311
NBC Securities
Alabama
$3.75M
GFP
312
Gryphon Financial Partners
Ohio
$3.75M
Financial Engines Advisors
313
Financial Engines Advisors
California
$3.63M
CST
314
Charles Schwab Trust
Nevada
$3.62M
GRP
315
Global Retirement Partners
California
$3.62M
BMCM
316
Bryn Mawr Capital Management
Pennsylvania
$3.62M
JWCA
317
J.W. Cole Advisors
Florida
$3.62M
KWM
318
Kingsview Wealth Management
Oregon
$3.6M
GWS
319
Greykasell Wealth Strategies
California
$3.58M
DC
320
Davenport & Co
Virginia
$3.55M
BFC
321
Bedel Financial Consulting
Indiana
$3.54M
SWM
322
Spire Wealth Management
Virginia
$3.53M
TA
323
TFB Advisors
Kansas
$3.51M
DWM
324
Daner Wealth Management
Georgia
$3.46M
CC
325
Courier Capital
New York
$3.45M