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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
WAP
401
Wealthcare Advisory Partners
Pennsylvania
$2.43M
EK
402
Evensky & Katz
Florida
$2.39M
RIS
403
Retirement Income Solutions
Michigan
$2.39M
AFG
404
ABLE Financial Group
Arizona
$2.37M
BB
405
Busey Bank
Illinois
$2.35M
NFG
406
Nations Financial Group
Iowa
$2.32M
MC
407
Middleton & Co
Massachusetts
$2.31M
AIMC
408
Alley Investment Management Company
Illinois
$2.3M
PA
409
Pinnacle Associates
New York
$2.29M
MFP
410
Meridian Financial Partners
Virginia
$2.28M
OLA
411
Oliver Luxxe Assets
New Jersey
$2.27M
EFA
412
Evernest Financial Advisors
Indiana
$2.27M
MFG
413
Merit Financial Group
Georgia
$2.26M
FMTC
414
Farmers & Merchants Trust Company
California
$2.25M
VVP
415
Venture Visionary Partners
Ohio
$2.24M
1WM
416
1900 Wealth Management
Texas
$2.24M
EIG
417
Ellenbecker Investment Group
Wisconsin
$2.21M
LC
418
LCNB Corp
Ohio
$2.21M
BIS
419
BG Investment Services
Guam
$2.21M
WF
420
Welch & Forbes
Massachusetts
$2.2M
AP
421
Appleton Partners
Massachusetts
$2.2M
LT
422
Legacy Trust
Michigan
$2.18M
SW
423
SVB Wealth
Massachusetts
$2.16M
SCA
424
St. Clair Advisors
Ohio
$2.16M
HWA
425
Heritage Wealth Advisors
Virginia
$2.15M