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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
LW
551
Linscomb Wealth
Texas
$1.39M
FFBTD
552
First Financial Bank - Trust Division
Ohio
$1.38M
SW
553
Simplicity Wealth
New Jersey
$1.37M
BFA
554
Bill Few Associates
Pennsylvania
$1.37M
DWP
555
Daymark Wealth Partners
Ohio
$1.37M
SIA
556
SeaBridge Investment Advisors
New Jersey
$1.35M
PTC
557
Philadelphia Trust Company
Pennsylvania
$1.34M
EP
558
Ehrenkranz Partners
New York
$1.34M
KA
559
Klingman & Associates
New York
$1.34M
DWMS
560
Dominguez Wealth Management Solutions
Virginia
$1.33M
FPAS
561
Focus Partners Advisor Solutions
Missouri
$1.32M
MMG
562
Monetary Management Group
Missouri
$1.32M
LWM
563
Lyell Wealth Management
California
$1.31M
AA
564
Armis Advisers
Georgia
$1.31M
PIMG
565
Patriot Investment Management Group
Tennessee
$1.3M
WAG
566
Winthrop Advisory Group
Massachusetts
$1.3M
NBWM
567
North Berkeley Wealth Management
California
$1.29M
AFG
568
Atomi Financial Group
New York
$1.28M
GLA
569
Great Lakes Advisors
Illinois
$1.27M
TFGT
570
TS Financial Group (TSFG)
Illinois
$1.27M
FNBOO
571
First National Bank of Omaha
Nebraska
$1.27M
LOPW
572
Live Oak Private Wealth
North Carolina
$1.26M
OAM
573
Occidental Asset Management
California
$1.25M
WTFG
574
Wells Trecaso Financial Group
Ohio
$1.25M
SCM
575
Sunbeam Capital Management
Georgia
$1.24M