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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
BW
701
BIP Wealth
Georgia
$801K
MC
702
Moors & Cabot
Massachusetts
$794K
SFP
703
Shepherd Financial Partners
Massachusetts
$794K
BFIM
704
Beese Fulmer Investment Management
Ohio
$793K
SSWM
705
Smith Salley Wealth Management
North Carolina
$788K
ESB
706
Essex Savings Bank
Connecticut
$788K
AC
707
AlphaCore Capital
California
$782K
BFA
708
Beaumont Financial Advisors
Massachusetts
$779K
TWA
709
TCI Wealth Advisors
Arizona
$777K
DIA
710
Dana Investment Advisors
Wisconsin
$774K
PGAM
711
Princeton Global Asset Management
New Jersey
$769K
MWM
712
Mission Wealth Management
California
$766K
FDCP
713
Foster Dykema Cabot & Partners
Massachusetts
$764K
MLL
714
Moody Lynn & Lieberson
Massachusetts
$763K
WFA
715
Wellspring Financial Advisors
Ohio
$761K
IAG
716
Investment Advisory Group
Massachusetts
$757K
FFM
717
Flagstone Financial Management
Nebraska
$755K
FA
718
Fermata Advisors
California
$755K
B
719
Bensler
Washington
$752K
BCM
720
Buckhead Capital Management
Georgia
$752K
OSNBOA
721
Old Second National Bank of Aurora
Illinois
$751K
TCA
722
Transcend Capital Advisors
New Jersey
$749K
CBT
723
Central Bank & Trust
Kentucky
$749K
FWP
724
Forefront Wealth Partners
Texas
$747K
SIAS
725
Summit Investment Advisory Services
Minnesota
$743K