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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
GSEP
751
Golden State Equity Partners
California
$699K
RWP
752
Revolve Wealth Partners
New Jersey
$697K
TP
753
Tranquility Partners
Tennessee
$693K
TSW
754
Thompson Siegel & Walmsley
Virginia
$692K
GWM
755
Greenhouse Wealth Management
Connecticut
$691K
CG
756
Cynosure Group
Utah
$691K
HAIM
757
Hunter Associates Investment Management
Pennsylvania
$689K
FCFC
758
First Commonwealth Financial Corp
Pennsylvania
$681K
BFPW
759
BOK Financial Private Wealth
Colorado
$681K
CAG
760
Crestwood Advisors Group
Massachusetts
$678K
CWM
761
Cranbrook Wealth Management
Michigan
$678K
AC
762
Anson Capital
Georgia
$669K
ST
763
Smithfield Trust
Pennsylvania
$666K
HI
764
Harbour Investments
Wisconsin
$664K
AO
765
Advisor OS
Illinois
$662K
CCP
766
Cassia Capital Partners
North Carolina
$660K
Ohio Public Employees Retirement System (OPERS)
767
Ohio Public Employees Retirement System (OPERS)
Ohio
$659K
TWP
768
Triad Wealth Partners
Kansas
$659K
BMC
769
Bear Mountain Capital
Washington
$657K
CAL
770
Capital Analysts LLC
Pennsylvania
$656K
MAWA
771
Moss Adams Wealth Advisors
Washington
$655K
FPB
772
First PREMIER Bank
South Dakota
$655K
MWM
773
McNaughton Wealth Management
California
$655K
DFA
774
Davies Financial Advisors
California
$653K
CAMG
775
CWA Asset Management Group
Florida
$650K