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iShares Russell Mid-Cap ETF

1,415 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 85 funds opening new positions, 468 increasing their positions, 455 reducing their positions, and 68 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: 468 | Existing positions reduced: 455

1% less funds holding

Funds holding: 1,4301,415 (-15)

3% less funds holding in top 10

Funds holding in top 10: 6058 (-2)

Holders
1,415
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
BAM
476
Belpointe Asset Management
Nevada
$1.78M
ZBNA
477
Zions Bancorporation, National Association
Utah
$1.77M
SCA
478
Southern Capital Advisors
Tennessee
$1.77M
SL
479
SWMG LLC
Texas
$1.76M
FWM
480
FMB Wealth Management
California
$1.76M
MFG
481
MidWestOne Financial Group
Iowa
$1.75M
CIA
482
Concurrent Investment Advisors
Florida
$1.72M
JPG
483
Jordan Park Group
California
$1.72M
NCG
484
Newport Capital Group
New Jersey
$1.71M
IRC
485
Investors Research Corp
Georgia
$1.71M
MW
486
MBL Wealth
North Carolina
$1.71M
CHAM
487
Clear Harbor Asset Management
Connecticut
$1.71M
RC
488
Roundview Capital
New Jersey
$1.7M
SCA
489
Sage Capital Advisors
South Dakota
$1.7M
PCA
490
Prosperity Capital Advisors
Ohio
$1.7M
WPC
491
White Pine Capital
Minnesota
$1.69M
AF
492
Atala Financial
California
$1.69M
LWL
493
Leo Wealth LLC
Texas
$1.69M
RMDI
494
R.M. Davis Inc
Maine
$1.69M
FPGK
495
Financial Partners Group (Kansas)
Kansas
$1.68M
CA
496
Crumly & Associates
Illinois
$1.68M
CWP
497
Corepath Wealth Partners
Arizona
$1.66M
SA
498
Strategic Advisors
New York
$1.66M
FC
499
Fulcrum Capital
Washington
$1.66M
MPCG
500
Matrix Private Capital Group
New York
$1.66M