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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
SL
476
SWMG LLC
Texas
$1.76M
FWM
477
FMB Wealth Management
California
$1.76M
MFG
478
MidWestOne Financial Group
Iowa
$1.75M
CIA
479
Concurrent Investment Advisors
Florida
$1.72M
JPG
480
Jordan Park Group
California
$1.72M
NCG
481
Newport Capital Group
New Jersey
$1.71M
IRC
482
Investors Research Corp
Georgia
$1.71M
MW
483
MBL Wealth
North Carolina
$1.71M
CHAM
484
Clear Harbor Asset Management
Connecticut
$1.71M
RC
485
Roundview Capital
New Jersey
$1.7M
SCA
486
Sage Capital Advisors
South Dakota
$1.7M
PCA
487
Prosperity Capital Advisors
Ohio
$1.7M
WPC
488
White Pine Capital
Minnesota
$1.69M
AF
489
Atala Financial
California
$1.69M
LWL
490
Leo Wealth LLC
Texas
$1.69M
RMDI
491
R.M. Davis Inc
Maine
$1.69M
FPGK
492
Financial Partners Group (Kansas)
Kansas
$1.68M
CA
493
Crumly & Associates
Illinois
$1.68M
CWP
494
Corepath Wealth Partners
Arizona
$1.66M
SA
495
Strategic Advisors
New York
$1.66M
FC
496
Fulcrum Capital
Washington
$1.66M
MPCG
497
Matrix Private Capital Group
New York
$1.66M
PSA
498
Plum Street Advisors
Louisiana
$1.63M
SFWC
499
Strategic Family Wealth Counselors
New Jersey
$1.63M
HIMC
500
Heritage Investors Management Corp
Maryland
$1.63M