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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
FWP
726
Forefront Wealth Partners
Texas
$747K
SIAS
727
Summit Investment Advisory Services
Minnesota
$743K
FA
728
Fiduciary Alliance
South Carolina
$741K
LFG
729
Larson Financial Group
Missouri
$738K
WLPWM
730
Walled Lake Planning & Wealth Management
Illinois
$737K
JFA
731
JNBA Financial Advisors
Minnesota
$734K
DWP
732
Destiny Wealth Partners
Florida
$733K
BFA
733
Bragg Financial Advisors
North Carolina
$729K
CT
734
Caldwell Trust
Florida
$727K
IWP
735
Invenio Wealth Partners
Florida
$727K
Empower Advisory Group
736
Empower Advisory Group
Colorado
$725K
BWA
737
BlueSky Wealth Advisors
North Carolina
$722K
BFW
738
Brady Family Wealth
Missouri
$714K
IWB
739
Innovative Wealth Building
Maryland
$711K
KHCM
740
Kirtland Hills Capital Management
Ohio
$708K
EPW
741
Endeavor Private Wealth
Kansas
$706K
VCP
742
Vista Capital Partners
Oregon
$705K
AWM
743
Angeles Wealth Management
California
$705K
KLI
744
Kelman-Lazarov Inc
Tennessee
$703K
IIA
745
ICW Investment Advisors
Arizona
$702K
FFP
746
FourThought Financial Partners
Florida
$701K
BAMG
747
Brand Asset Management Group
Missouri
$700K
GSEP
748
Golden State Equity Partners
California
$699K
RWP
749
Revolve Wealth Partners
New Jersey
$697K
TP
750
Tranquility Partners
Tennessee
$693K