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iShares Russell Mid-Cap ETF

1,416 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, 469 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:

3% more repeat investments, than reductions

Existing positions increased: 469 | Existing positions reduced: 454

1% less funds holding

Funds holding: 1,4301,416 (-14)

3% less funds holding in top 10

Funds holding in top 10: 6058 (-2)

Holders
1,416
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
VWM
426
Venturi Wealth Management
Texas
$2.15M
Renaissance Technologies
427
Renaissance Technologies
New York
$2.14M
WAM
428
Weatherly Asset Management
California
$2.13M
1SB
429
1ST Source Bank
Indiana
$2.1M
TWC
430
TD Waterhouse Canada
Ontario, Canada
$2.09M
CTA
431
Chesley Taft & Associates
Illinois
$2.08M
FT
432
Fiduciary Trust
Massachusetts
$2.06M
PA
433
Parallel Advisors
California
$2.06M
CWM
434
Cornerstone Wealth Management
Missouri
$2.05M
HW
435
HORAN Wealth
Ohio
$2.04M
MCM
436
Manchester Capital Management
Vermont
$2.03M
OCM
437
One Capital Management
California
$2.03M
SWA
438
Stratos Wealth Advisors
Ohio
$2.02M
SWP
439
Sagespring Wealth Partners
Tennessee
$2.01M
AP
440
Americana Partners
Texas
$2M
GWAM
441
Guardian Wealth Advisors (Minnesota)
Minnesota
$2M
BWM
442
BankPlus Wealth Management
Mississippi
$2M
CI
443
Conning Inc
Connecticut
$1.99M
TF
444
Tompkins Financial
New York
$1.98M
AAS
445
Asset Allocation Strategies
Michigan
$1.97M
CGA
446
Crescent Grove Advisors
Illinois
$1.97M
RBC
447
Roble Belko & Company
Pennsylvania
$1.97M
FMWA
448
Forvis Mazars Wealth Advisors
Missouri
$1.97M
USCWA
449
U.S. Capital Wealth Advisors
Texas
$1.97M
MWM
450
Meridian Wealth Management
Kentucky
$1.95M