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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
SFA
301
Sequoia Financial Advisors
Ohio
$4.12M
PFM
302
Phillips Financial Management
Indiana
$4.1M
IWM
303
IHT Wealth Management
Illinois
$3.99M
IWC
304
Integrated Wealth Concepts
Massachusetts
$3.98M
QCG
305
Quadrant Capital Group
Ohio
$3.91M
SCM
306
SCS Capital Management
Massachusetts
$3.91M
AMG
307
Asset Management Group
Connecticut
$3.8M
AL
308
Aspiriant LLC
California
$3.8M
NL
309
NVWM LLC
Pennsylvania
$3.78M
OC
310
Oppenheimer & Co
New York
$3.78M
BKA
311
Brick & Kyle Associates
Pennsylvania
$3.76M
NS
312
NBC Securities
Alabama
$3.75M
GFP
313
Gryphon Financial Partners
Ohio
$3.75M
Financial Engines Advisors
314
Financial Engines Advisors
California
$3.63M
CST
315
Charles Schwab Trust
Nevada
$3.62M
GRP
316
Global Retirement Partners
California
$3.62M
BMCM
317
Bryn Mawr Capital Management
Pennsylvania
$3.62M
JWCA
318
J.W. Cole Advisors
Florida
$3.62M
KWM
319
Kingsview Wealth Management
Oregon
$3.6M
GWS
320
Greykasell Wealth Strategies
California
$3.58M
DC
321
Davenport & Co
Virginia
$3.55M
BFC
322
Bedel Financial Consulting
Indiana
$3.54M
SWM
323
Spire Wealth Management
Virginia
$3.53M
TA
324
TFB Advisors
Kansas
$3.51M
DWM
325
Daner Wealth Management
Georgia
$3.46M