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iShares Russell Mid-Cap ETF

1,416 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: 1,4301,416 (-14)

3% less funds holding in top 10

Funds holding in top 10: 6058 (-2)

Holders
1,416
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
RDFA
626
Ritter Daniher Financial Advisory
Ohio
$1.03M
PS
627
Pinney & Scofield
Massachusetts
$1.02M
Neuberger Berman Group
628
Neuberger Berman Group
New York
$1.02M
LGW
629
Leslie Global Wealth
Illinois
$1.02M
OA
630
Operose Advisors
Wisconsin
$1.02M
NB
631
NBT Bank
New York
$1.01M
BCM
632
Brasada Capital Management
Texas
$1.01M
PFG
633
Pacific Financial Group
Washington
$1.01M
NEPPG
634
New England Professional Planning Group
Rhode Island
$1.01M
OWP
635
Obermeyer Wealth Partners
Colorado
$1M
RWM
636
RKL Wealth Management
Pennsylvania
$998K
NCM
637
Narwhal Capital Management
Georgia
$988K
AFO
638
Arrowroot Family Office
California
$987K
SAI
639
Savvy Advisors Inc
New York
$978K
ARC
640
Advisor Resource Council
Texas
$976K
ACM
641
Advisors Capital Management
New Jersey
$976K
BCG
642
Breakwater Capital Group
New Jersey
$965K
BWP
643
Burling Wealth Partners
Illinois
$959K
JHCP
644
Jackson Hole Capital Partners
Oklahoma
$958K
Vontobel Holding
645
Vontobel Holding
Switzerland
$958K
GM
646
GeoWealth Management
Illinois
$953K
AWA
647
American Wealth Advisors
Georgia
$939K
VPP
648
Vertex Planning Partners
Illinois
$933K
NSIM
649
North Star Investment Management
Illinois
$933K
MWA
650
Midland Wealth Advisors
Illinois
$930K