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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
CWP
651
Cyndeo Wealth Partners
Florida
$921K
GA
652
Goldstein Advisors
Wisconsin
$919K
PMFA
653
Plante Moran Financial Advisors
Michigan
$917K
EIA
654
Edgemoor Investment Advisors
Maryland
$913K
BFA
655
Beacon Financial Advisory
Ohio
$911K
GWANC
656
Guardian Wealth Advisors (North Carolina)
North Carolina
$910K
PP
657
Patten & Patten
Tennessee
$908K
UF
658
Univest Financial
Pennsylvania
$907K
JIP
659
Jaffetilchin Investment Partners
Florida
$904K
CW
660
CreativeOne Wealth
Kansas
$904K
PL
661
Parthenon LLC
Kentucky
$900K
CWM
662
Circle Wealth Management
New Jersey
$892K
ANBT
663
American National Bank & Trust
Texas
$890K
SWM
664
Selective Wealth Management
Virginia
$885K
HAP
665
Harbor Asset Planning
Massachusetts
$883K
KCM
666
Kanawha Capital Management
Virginia
$877K
VPIM
667
Vanguard Personalized Indexing Management
California
$871K
V
668
ViaWealth
Kansas
$871K
CFFP
669
Center for Financial Planning
Michigan
$870K
FBB
670
Fulton Breakefield Broenniman
Maryland
$867K
EWM
671
Empirical Wealth Management
Washington
$861K
PFWA
672
Paces Ferry Wealth Advisors
Georgia
$859K
LP
673
LGL Partners
Pennsylvania
$859K
BWM
674
Baron Wealth Management
Michigan
$858K
MF
675
Montis Financial
Massachusetts
$855K