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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
CQWA
376
Chokshi & Queen Wealth Advisors
California
$2.73M
JF
377
JSF Financial
California
$2.72M
MBI
378
May Barnhard Investments
Maryland
$2.71M
FRA
379
Frank Rimerman Advisors
California
$2.71M
GBT
380
Grove Bank & Trust
Florida
$2.69M
LKWM
381
Lee-Kelleher Wealth Management
Maryland
$2.69M
AFA
382
Allium Financial Advisors
Oregon
$2.69M
SMC
383
Smith, Moore & Co
Missouri
$2.69M
HWA
384
Hilltop Wealth Advisors
North Carolina
$2.68M
NGA
385
Naples Global Advisors
Florida
$2.63M
GI
386
GAMMA Investing
California
$2.63M
CFP
387
Catalyst Financial Partners
Massachusetts
$2.62M
VA
388
Valmark Advisers
Ohio
$2.61M
HP
389
HT Partners
Connecticut
$2.6M
BL
390
BFSG LLC
California
$2.59M
MAM
391
Marquette Asset Management
Minnesota
$2.59M
SWA
392
SOA Wealth Advisors
New York
$2.57M
RCA
393
Resonant Capital Advisors
Wisconsin
$2.55M
JWA
394
JFS Wealth Advisors
Pennsylvania
$2.52M
DI
395
DAGCO Inc
Ohio
$2.5M
AWM
396
Apollon Wealth Management
South Carolina
$2.5M
Russell Investments Group
397
Russell Investments Group
United Kingdom
$2.49M
LGWM
398
Litman Gregory Wealth Management
California
$2.48M
ITIM
399
Indiana Trust & Investment Management
Indiana
$2.45M
QCM
400
Quantinno Capital Management
New York
$2.45M