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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
LGW
626
Leslie Global Wealth
Illinois
$1.02M
OA
627
Operose Advisors
Wisconsin
$1.02M
NB
628
NBT Bank
New York
$1.01M
BCM
629
Brasada Capital Management
Texas
$1.01M
PFG
630
Pacific Financial Group
Washington
$1.01M
NEPPG
631
New England Professional Planning Group
Rhode Island
$1.01M
OWP
632
Obermeyer Wealth Partners
Colorado
$1M
RWM
633
RKL Wealth Management
Pennsylvania
$998K
NCM
634
Narwhal Capital Management
Georgia
$988K
AFO
635
Arrowroot Family Office
California
$987K
SAI
636
Savvy Advisors Inc
New York
$978K
ARC
637
Advisor Resource Council
Texas
$976K
ACM
638
Advisors Capital Management
New Jersey
$976K
BCG
639
Breakwater Capital Group
New Jersey
$965K
BWP
640
Burling Wealth Partners
Illinois
$959K
JHCP
641
Jackson Hole Capital Partners
Oklahoma
$958K
Vontobel Holding
642
Vontobel Holding
Switzerland
$958K
GM
643
GeoWealth Management
Illinois
$953K
AWA
644
American Wealth Advisors
Georgia
$939K
VPP
645
Vertex Planning Partners
Illinois
$933K
NSIM
646
North Star Investment Management
Illinois
$933K
MWA
647
Midland Wealth Advisors
Illinois
$930K
HSWS
648
Higgins & Schmidt Wealth Strategies
Colorado
$929K
LIM
649
Leavell Investment Management
Alabama
$928K
OIA
650
Optimum Investment Advisors
Illinois
$923K