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