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iShares Russell Mid-Cap ETF

1,406 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, 464 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: 464 | Existing positions reduced: 452

2% less funds holding

Funds holding: 1,4281,406 (-22)

3% less funds holding in top 10

Funds holding in top 10: 6058 (-2)

Holders
1,406
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
OPCM
776
Osborne Partners Capital Management
California
$637K
VC
777
Veracity Capital
Georgia
$631K
SCTC
778
Sanibel Captiva Trust Company
Florida
$630K
ARG
779
Advisory Resource Group
Oklahoma
$625K
SWM
780
Segment Wealth Management
Texas
$623K
AWP
781
Axis Wealth Partners
Rhode Island
$620K
PP
782
Postrock Partners
Oregon
$616K
RZH
783
Relyea Zuckerberg Hanson
Connecticut
$613K
AMBIA
784
Allen Mooney & Barnes Investment Advisors
Georgia
$611K
CA
785
CoreCap Advisors
Michigan
$610K
CCFCSB
786
Cape Cod Five Cents Savings Bank
Massachusetts
$609K
MAM
787
Madison Asset Management
Wisconsin
$609K
MC
788
Mathes Company
New York
$608K
RWM
789
Reston Wealth Management
Virginia
$607K
BSB
790
Bangor Savings Bank
Maine
$605K
AWM
791
AAF Wealth Management
Massachusetts
$603K
FAT
792
First American Trust
California
$602K
CL
793
CVFG LLC
Indiana
$601K
HCM
794
Hollencrest Capital Management
California
$601K
AA
795
Alesco Advisors
New York
$599K
VFIC
796
Valley Forge Investment Consultants
Pennsylvania
$598K
HP
797
Holistic Planning
Texas
$597K
Betterment LLC
798
Betterment LLC
New York
$596K
WCM
799
Windsor Capital Management
Arizona
$596K
WWP
800
Wise Wealth Partners
Arizona
$596K