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iShares Russell Mid-Cap ETF

1,419 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, 471 increasing their positions, 454 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:

4% more repeat investments, than reductions

Existing positions increased: 471 | Existing positions reduced: 454

1% less funds holding

Funds holding: 1,4331,419 (-14)

3% less funds holding in top 10

Funds holding in top 10: 6058 (-2)

Holders
1,419
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

Top Sellers

1 -$58.5M
2 -$48.8M
3 -$36.6M
4
Morgan Stanley
Morgan Stanley
New York
-$27.5M
5
US Bancorp
US Bancorp
Minnesota
-$26.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
301
Farmers & Merchants Investments Inc
Nebraska
$4.15M
SFA
302
Sequoia Financial Advisors
Ohio
$4.12M
PFM
303
Phillips Financial Management
Indiana
$4.1M
IWM
304
IHT Wealth Management
Illinois
$3.99M
IWC
305
Integrated Wealth Concepts
Massachusetts
$3.98M
QCG
306
Quadrant Capital Group
Ohio
$3.91M
SCM
307
SCS Capital Management
Massachusetts
$3.91M
AMG
308
Asset Management Group
Connecticut
$3.8M
AL
309
Aspiriant LLC
California
$3.8M
NL
310
NVWM LLC
Pennsylvania
$3.78M
OC
311
Oppenheimer & Co
New York
$3.78M
BKA
312
Brick & Kyle Associates
Pennsylvania
$3.76M
NS
313
NBC Securities
Alabama
$3.75M
GFP
314
Gryphon Financial Partners
Ohio
$3.75M
Financial Engines Advisors
315
Financial Engines Advisors
California
$3.63M
CST
316
Charles Schwab Trust
Nevada
$3.62M
GRP
317
Global Retirement Partners
California
$3.62M
BMCM
318
Bryn Mawr Capital Management
Pennsylvania
$3.62M
JWCA
319
J.W. Cole Advisors
Florida
$3.62M
KWM
320
Kingsview Wealth Management
Oregon
$3.6M
GWS
321
Greykasell Wealth Strategies
California
$3.58M
DC
322
Davenport & Co
Virginia
$3.55M
BFC
323
Bedel Financial Consulting
Indiana
$3.54M
SWM
324
Spire Wealth Management
Virginia
$3.53M
TA
325
TFB Advisors
Kansas
$3.51M