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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
NB
626
NBT Bank
New York
$1.01M
BCM
627
Brasada Capital Management
Texas
$1.01M
PFG
628
Pacific Financial Group
Washington
$1.01M
NEPPG
629
New England Professional Planning Group
Rhode Island
$1.01M
OWP
630
Obermeyer Wealth Partners
Colorado
$1M
RWM
631
RKL Wealth Management
Pennsylvania
$998K
NCM
632
Narwhal Capital Management
Georgia
$988K
AFO
633
Arrowroot Family Office
California
$987K
SAI
634
Savvy Advisors Inc
New York
$978K
ARC
635
Advisor Resource Council
Texas
$976K
ACM
636
Advisors Capital Management
New Jersey
$976K
BCG
637
Breakwater Capital Group
New Jersey
$965K
BWP
638
Burling Wealth Partners
Illinois
$959K
JHCP
639
Jackson Hole Capital Partners
Oklahoma
$958K
Vontobel Holding
640
Vontobel Holding
Switzerland
$958K
GM
641
GeoWealth Management
Illinois
$953K
AWA
642
American Wealth Advisors
Georgia
$939K
VPP
643
Vertex Planning Partners
Illinois
$933K
NSIM
644
North Star Investment Management
Illinois
$933K
MWA
645
Midland Wealth Advisors
Illinois
$930K
HSWS
646
Higgins & Schmidt Wealth Strategies
Colorado
$929K
LIM
647
Leavell Investment Management
Alabama
$928K
OIA
648
Optimum Investment Advisors
Illinois
$923K
CWP
649
Cyndeo Wealth Partners
Florida
$921K
GA
650
Goldstein Advisors
Wisconsin
$919K