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iShares Russell Mid-Cap ETF

1,408 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, 466 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: 466 | Existing positions reduced: 452

1% less funds holding

Funds holding: 1,4281,408 (-20)

3% less funds holding in top 10

Funds holding in top 10: 6058 (-2)

Holders
1,408
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
AF
452
Allworth Financial
California
$1.95M
EWA
453
EverSource Wealth Advisors
Alabama
$1.93M
BTW
454
Boston Trust Walden
Massachusetts
$1.9M
AA
455
Ancora Advisors
Ohio
$1.9M
SI
456
Saxon Interests
Texas
$1.9M
BRWA
457
B. Riley Wealth Advisors
Florida
$1.89M
SB
458
Simmons Bank
Arkansas
$1.89M
CA
459
Continuum Advisory
Idaho
$1.89M
ZF
460
Zhang Financial
Michigan
$1.89M
MBT
461
Montecito Bank & Trust
California
$1.86M
PI
462
PFG Investments
New York
$1.85M
CM
463
Columbus Macro
Pennsylvania
$1.84M
PBO
464
Peoples Bank (Ohio)
Ohio
$1.83M
FW
465
Fairway Wealth
Ohio
$1.82M
CAG
466
Csenge Advisory Group
Florida
$1.82M
PMG
467
Private Management Group
California
$1.82M
LB
468
Legacy Bridge
Iowa
$1.81M
Wealthfront Advisers
469
Wealthfront Advisers
California
$1.81M
CIA
470
Choate Investment Advisors
Massachusetts
$1.81M
CSP
471
Cary Street Partners
Virginia
$1.8M
CWMK
472
Caliber Wealth Management (Kansas)
Kansas
$1.8M
MPWT
473
MassMutual Private Wealth & Trust
Connecticut
$1.8M
BAM
474
Belpointe Asset Management
Nevada
$1.78M
ZBNA
475
Zions Bancorporation, National Association
Utah
$1.77M