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