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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
IAA
701
Independent Advisor Alliance
North Carolina
$802K
CW
702
Curio Wealth
Maryland
$801K
BW
703
BIP Wealth
Georgia
$801K
MC
704
Moors & Cabot
Massachusetts
$794K
SFP
705
Shepherd Financial Partners
Massachusetts
$794K
BFIM
706
Beese Fulmer Investment Management
Ohio
$793K
SSWM
707
Smith Salley Wealth Management
North Carolina
$788K
ESB
708
Essex Savings Bank
Connecticut
$788K
AC
709
AlphaCore Capital
California
$782K
BFA
710
Beaumont Financial Advisors
Massachusetts
$779K
TWA
711
TCI Wealth Advisors
Arizona
$777K
DIA
712
Dana Investment Advisors
Wisconsin
$774K
PGAM
713
Princeton Global Asset Management
New Jersey
$769K
MWM
714
Mission Wealth Management
California
$766K
FDCP
715
Foster Dykema Cabot & Partners
Massachusetts
$764K
MLL
716
Moody Lynn & Lieberson
Massachusetts
$763K
WFA
717
Wellspring Financial Advisors
Ohio
$761K
IAG
718
Investment Advisory Group
Massachusetts
$757K
FFM
719
Flagstone Financial Management
Nebraska
$755K
FA
720
Fermata Advisors
California
$755K
B
721
Bensler
Washington
$752K
BCM
722
Buckhead Capital Management
Georgia
$752K
OSNBOA
723
Old Second National Bank of Aurora
Illinois
$751K
TCA
724
Transcend Capital Advisors
New Jersey
$749K
CBT
725
Central Bank & Trust
Kentucky
$749K