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