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iShares Russell Mid-Cap ETF

1,406 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, 464 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: 464 | Existing positions reduced: 452

2% less funds holding

Funds holding: 1,4281,406 (-22)

3% less funds holding in top 10

Funds holding in top 10: 6058 (-2)

Holders
1,406
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
EK
401
Evensky & Katz
Florida
$2.39M
RIS
402
Retirement Income Solutions
Michigan
$2.39M
AFG
403
ABLE Financial Group
Arizona
$2.37M
BB
404
Busey Bank
Illinois
$2.35M
NFG
405
Nations Financial Group
Iowa
$2.32M
MC
406
Middleton & Co
Massachusetts
$2.31M
AIMC
407
Alley Investment Management Company
Illinois
$2.3M
PA
408
Pinnacle Associates
New York
$2.29M
MFP
409
Meridian Financial Partners
Virginia
$2.28M
OLA
410
Oliver Luxxe Assets
New Jersey
$2.27M
EFA
411
Evernest Financial Advisors
Indiana
$2.27M
MFG
412
Merit Financial Group
Georgia
$2.26M
FMTC
413
Farmers & Merchants Trust Company
California
$2.25M
VVP
414
Venture Visionary Partners
Ohio
$2.24M
1WM
415
1900 Wealth Management
Texas
$2.24M
EIG
416
Ellenbecker Investment Group
Wisconsin
$2.21M
LC
417
LCNB Corp
Ohio
$2.21M
BIS
418
BG Investment Services
Guam
$2.21M
WF
419
Welch & Forbes
Massachusetts
$2.2M
AP
420
Appleton Partners
Massachusetts
$2.2M
LT
421
Legacy Trust
Michigan
$2.18M
SW
422
SVB Wealth
Massachusetts
$2.16M
SCA
423
St. Clair Advisors
Ohio
$2.16M
HWA
424
Heritage Wealth Advisors
Virginia
$2.15M
VWM
425
Venturi Wealth Management
Texas
$2.15M