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iShares Russell Mid-Cap ETF

1,408 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, 466 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: 466 | Existing positions reduced: 452

1% less funds holding

Funds holding: 1,4281,408 (-20)

3% less funds holding in top 10

Funds holding in top 10: 6058 (-2)

Holders
1,408
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
FRA
376
Frank Rimerman Advisors
California
$2.71M
GBT
377
Grove Bank & Trust
Florida
$2.69M
LKWM
378
Lee-Kelleher Wealth Management
Maryland
$2.69M
AFA
379
Allium Financial Advisors
Oregon
$2.69M
SMC
380
Smith, Moore & Co
Missouri
$2.69M
HWA
381
Hilltop Wealth Advisors
North Carolina
$2.68M
NGA
382
Naples Global Advisors
Florida
$2.63M
GI
383
GAMMA Investing
California
$2.63M
CFP
384
Catalyst Financial Partners
Massachusetts
$2.62M
VA
385
Valmark Advisers
Ohio
$2.61M
HP
386
HT Partners
Connecticut
$2.6M
BL
387
BFSG LLC
California
$2.59M
MAM
388
Marquette Asset Management
Minnesota
$2.59M
SWA
389
SOA Wealth Advisors
New York
$2.57M
RCA
390
Resonant Capital Advisors
Wisconsin
$2.55M
JWA
391
JFS Wealth Advisors
Pennsylvania
$2.52M
DI
392
DAGCO Inc
Ohio
$2.5M
AWM
393
Apollon Wealth Management
South Carolina
$2.5M
Russell Investments Group
394
Russell Investments Group
United Kingdom
$2.49M
LGWM
395
Litman Gregory Wealth Management
California
$2.48M
ITIM
396
Indiana Trust & Investment Management
Indiana
$2.45M
QCM
397
Quantinno Capital Management
New York
$2.45M
GIM
398
Goelzer Investment Management
Indiana
$2.45M
DP
399
Denver PWM
Colorado
$2.43M
WAP
400
Wealthcare Advisory Partners
Pennsylvania
$2.43M