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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
HSWS
651
Higgins & Schmidt Wealth Strategies
Colorado
$929K
LIM
652
Leavell Investment Management
Alabama
$928K
OIA
653
Optimum Investment Advisors
Illinois
$923K
CWP
654
Cyndeo Wealth Partners
Florida
$921K
GA
655
Goldstein Advisors
Wisconsin
$919K
PMFA
656
Plante Moran Financial Advisors
Michigan
$917K
EIA
657
Edgemoor Investment Advisors
Maryland
$913K
BFA
658
Beacon Financial Advisory
Ohio
$911K
GWANC
659
Guardian Wealth Advisors (North Carolina)
North Carolina
$910K
PP
660
Patten & Patten
Tennessee
$908K
UF
661
Univest Financial
Pennsylvania
$907K
JIP
662
Jaffetilchin Investment Partners
Florida
$904K
CW
663
CreativeOne Wealth
Kansas
$904K
PL
664
Parthenon LLC
Kentucky
$900K
CWM
665
Circle Wealth Management
New Jersey
$892K
ANBT
666
American National Bank & Trust
Texas
$890K
SWM
667
Selective Wealth Management
Virginia
$885K
HAP
668
Harbor Asset Planning
Massachusetts
$883K
KCM
669
Kanawha Capital Management
Virginia
$877K
VPIM
670
Vanguard Personalized Indexing Management
California
$871K
V
671
ViaWealth
Kansas
$871K
CFFP
672
Center for Financial Planning
Michigan
$870K
FBB
673
Fulton Breakefield Broenniman
Maryland
$867K
EWM
674
Empirical Wealth Management
Washington
$861K
PFWA
675
Paces Ferry Wealth Advisors
Georgia
$859K