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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
PCA
501
Pallas Capital Advisors
Massachusetts
$1.63M
NF
502
Nvest Financial
New Hampshire
$1.61M
LBC
503
Lowe Brockenbrough & Co
Virginia
$1.61M
OSAM
504
O'Shaughnessy Asset Management
Connecticut
$1.6M
BFO
505
Boston Family Office
Massachusetts
$1.6M
KBFS
506
Kohmann Bosshard Financial Services
Ohio
$1.6M
WFA
507
WestHill Financial Advisors
California
$1.59M
AFP
508
Ausdal Financial Partners
Iowa
$1.59M
HSA
509
HBK Sorce Advisory
Pennsylvania
$1.59M
Lazard Asset Management
510
Lazard Asset Management
New York
$1.57M
BEAM
511
Baker Ellis Asset Management
Washington
$1.57M
FHB
512
First Hawaiian Bank
Hawaii
$1.55M
MWM
513
Moulton Wealth Management
Washington
$1.54M
PFBT
514
Parkside Financial Bank & Trust
Missouri
$1.54M
CWAG
515
Compton Wealth Advisory Group
Virginia
$1.54M
RFW
516
Rainier Family Wealth
Washington
$1.53M
PWMAG
517
Pinnacle Wealth Management Advisory Group
New Jersey
$1.53M
WDL
518
Well Done LLC
Michigan
$1.52M
CWM
519
Calamos Wealth Management
Illinois
$1.51M
OWM
520
Orgel Wealth Management
Wisconsin
$1.5M
AQR Capital Management
521
AQR Capital Management
Connecticut
$1.5M
C
522
Certuity
Florida
$1.48M
AB
523
Atlas Brown
Kentucky
$1.48M
IA
524
IFG Advisors
Missouri
$1.47M
WB
525
Webster Bank
Connecticut
$1.47M