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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
FFA
451
Farther Finance Advisors
California
$1.95M
EWA
452
EverSource Wealth Advisors
Alabama
$1.93M
BTW
453
Boston Trust Walden
Massachusetts
$1.9M
AA
454
Ancora Advisors
Ohio
$1.9M
SI
455
Saxon Interests
Texas
$1.9M
BRWA
456
B. Riley Wealth Advisors
Florida
$1.89M
SB
457
Simmons Bank
Arkansas
$1.89M
CA
458
Continuum Advisory
Idaho
$1.89M
ZF
459
Zhang Financial
Michigan
$1.89M
MBT
460
Montecito Bank & Trust
California
$1.86M
PI
461
PFG Investments
New York
$1.85M
CM
462
Columbus Macro
Pennsylvania
$1.84M
PBO
463
Peoples Bank (Ohio)
Ohio
$1.83M
FW
464
Fairway Wealth
Ohio
$1.82M
CAG
465
Csenge Advisory Group
Florida
$1.82M
PMG
466
Private Management Group
California
$1.82M
LB
467
Legacy Bridge
Iowa
$1.81M
Wealthfront Advisers
468
Wealthfront Advisers
California
$1.81M
CIA
469
Choate Investment Advisors
Massachusetts
$1.81M
CSP
470
Cary Street Partners
Virginia
$1.8M
CWMK
471
Caliber Wealth Management (Kansas)
Kansas
$1.8M
MPWT
472
MassMutual Private Wealth & Trust
Connecticut
$1.8M
BAM
473
Belpointe Asset Management
Nevada
$1.78M
ZBNA
474
Zions Bancorporation, National Association
Utah
$1.77M
SCA
475
Southern Capital Advisors
Tennessee
$1.77M