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