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