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iShares Russell Mid-Cap ETF

1,419 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, 471 increasing their positions, 454 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:

4% more repeat investments, than reductions

Existing positions increased: 471 | Existing positions reduced: 454

1% less funds holding

Funds holding: 1,4331,419 (-14)

3% less funds holding in top 10

Funds holding in top 10: 6058 (-2)

Holders
1,419
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

Top Sellers

1 -$58.5M
2 -$48.8M
3 -$36.6M
4
Morgan Stanley
Morgan Stanley
New York
-$27.5M
5
US Bancorp
US Bancorp
Minnesota
-$26.4M
Name Holding Trade Value Shares
Change
Change in
Stake
ATS
701
Ashton Thomas Securities
New York
$810K
BIM
702
Baldwin Investment Management
Pennsylvania
$807K
SCI
703
S&CO Inc
Massachusetts
$805K
GC
704
Grimes & Company
Massachusetts
$803K
IAA
705
Independent Advisor Alliance
North Carolina
$802K
CW
706
Curio Wealth
Maryland
$801K
BW
707
BIP Wealth
Georgia
$801K
MC
708
Moors & Cabot
Massachusetts
$794K
SFP
709
Shepherd Financial Partners
Massachusetts
$794K
BFIM
710
Beese Fulmer Investment Management
Ohio
$793K
SSWM
711
Smith Salley Wealth Management
North Carolina
$788K
ESB
712
Essex Savings Bank
Connecticut
$788K
AC
713
AlphaCore Capital
California
$782K
BFA
714
Beaumont Financial Advisors
Massachusetts
$779K
TWA
715
TCI Wealth Advisors
Arizona
$777K
DIA
716
Dana Investment Advisors
Wisconsin
$774K
PGAM
717
Princeton Global Asset Management
New Jersey
$769K
MWM
718
Mission Wealth Management
California
$766K
FDCP
719
Foster Dykema Cabot & Partners
Massachusetts
$764K
MLL
720
Moody Lynn & Lieberson
Massachusetts
$763K
WFA
721
Wellspring Financial Advisors
Ohio
$761K
IAG
722
Investment Advisory Group
Massachusetts
$757K
FFM
723
Flagstone Financial Management
Nebraska
$755K
FA
724
Fermata Advisors
California
$755K
B
725
Bensler
Washington
$752K