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iShares Russell Mid-Cap ETF

1,419 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, 471 increasing their positions, 454 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:

4% more repeat investments, than reductions

Existing positions increased: 471 | Existing positions reduced: 454

1% less funds holding

Funds holding: 1,4331,419 (-14)

3% less funds holding in top 10

Funds holding in top 10: 6058 (-2)

Holders
1,419
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

Top Sellers

1 -$58.5M
2 -$48.8M
3 -$36.6M
4
Morgan Stanley
Morgan Stanley
New York
-$27.5M
5
US Bancorp
US Bancorp
Minnesota
-$26.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FC
501
Fulcrum Capital
Washington
$1.66M
MPCG
502
Matrix Private Capital Group
New York
$1.66M
PSA
503
Plum Street Advisors
Louisiana
$1.63M
SFWC
504
Strategic Family Wealth Counselors
New Jersey
$1.63M
HIMC
505
Heritage Investors Management Corp
Maryland
$1.63M
PCA
506
Pallas Capital Advisors
Massachusetts
$1.63M
NF
507
Nvest Financial
New Hampshire
$1.61M
LBC
508
Lowe Brockenbrough & Co
Virginia
$1.61M
OSAM
509
O'Shaughnessy Asset Management
Connecticut
$1.6M
BFO
510
Boston Family Office
Massachusetts
$1.6M
KBFS
511
Kohmann Bosshard Financial Services
Ohio
$1.6M
WFA
512
WestHill Financial Advisors
California
$1.59M
AFP
513
Ausdal Financial Partners
Iowa
$1.59M
HSA
514
HBK Sorce Advisory
Pennsylvania
$1.59M
Lazard Asset Management
515
Lazard Asset Management
New York
$1.57M
BEAM
516
Baker Ellis Asset Management
Washington
$1.57M
FHB
517
First Hawaiian Bank
Hawaii
$1.55M
MWM
518
Moulton Wealth Management
Washington
$1.54M
PFBT
519
Parkside Financial Bank & Trust
Missouri
$1.54M
CWAG
520
Compton Wealth Advisory Group
Virginia
$1.54M
RFW
521
Rainier Family Wealth
Washington
$1.53M
PWMAG
522
Pinnacle Wealth Management Advisory Group
New Jersey
$1.53M
WDL
523
Well Done LLC
Michigan
$1.52M
CWM
524
Calamos Wealth Management
Illinois
$1.51M
OWM
525
Orgel Wealth Management
Wisconsin
$1.5M