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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
SCA
476
Southern Capital Advisors
Tennessee
$1.77M
SL
477
SWMG LLC
Texas
$1.76M
FWM
478
FMB Wealth Management
California
$1.76M
MFG
479
MidWestOne Financial Group
Iowa
$1.75M
CIA
480
Concurrent Investment Advisors
Florida
$1.72M
JPG
481
Jordan Park Group
California
$1.72M
NCG
482
Newport Capital Group
New Jersey
$1.71M
IRC
483
Investors Research Corp
Georgia
$1.71M
MW
484
MBL Wealth
North Carolina
$1.71M
CHAM
485
Clear Harbor Asset Management
Connecticut
$1.71M
RC
486
Roundview Capital
New Jersey
$1.7M
SCA
487
Sage Capital Advisors
South Dakota
$1.7M
PCA
488
Prosperity Capital Advisors
Ohio
$1.7M
WPC
489
White Pine Capital
Minnesota
$1.69M
AF
490
Atala Financial
California
$1.69M
LWL
491
Leo Wealth LLC
Texas
$1.69M
RMDI
492
R.M. Davis Inc
Maine
$1.69M
FPGK
493
Financial Partners Group (Kansas)
Kansas
$1.68M
CA
494
Crumly & Associates
Illinois
$1.68M
CWP
495
Corepath Wealth Partners
Arizona
$1.66M
SA
496
Strategic Advisors
New York
$1.66M
FC
497
Fulcrum Capital
Washington
$1.66M
MPCG
498
Matrix Private Capital Group
New York
$1.66M
PSA
499
Plum Street Advisors
Louisiana
$1.63M
SFWC
500
Strategic Family Wealth Counselors
New Jersey
$1.63M