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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
SWM
776
SilverOak Wealth Management
Minnesota
$638K
CF
777
Centaurus Financial
California
$638K
OPCM
778
Osborne Partners Capital Management
California
$637K
VC
779
Veracity Capital
Georgia
$631K
SCTC
780
Sanibel Captiva Trust Company
Florida
$630K
ARG
781
Advisory Resource Group
Oklahoma
$625K
SWM
782
Segment Wealth Management
Texas
$623K
AWP
783
Axis Wealth Partners
Rhode Island
$620K
PP
784
Postrock Partners
Oregon
$616K
RZH
785
Relyea Zuckerberg Hanson
Connecticut
$613K
AMBIA
786
Allen Mooney & Barnes Investment Advisors
Georgia
$611K
CA
787
CoreCap Advisors
Michigan
$610K
CCFCSB
788
Cape Cod Five Cents Savings Bank
Massachusetts
$609K
MAM
789
Madison Asset Management
Wisconsin
$609K
MC
790
Mathes Company
New York
$608K
RWM
791
Reston Wealth Management
Virginia
$607K
BSB
792
Bangor Savings Bank
Maine
$605K
AWM
793
AAF Wealth Management
Massachusetts
$603K
FAT
794
First American Trust
California
$602K
CL
795
CVFG LLC
Indiana
$601K
HCM
796
Hollencrest Capital Management
California
$601K
AA
797
Alesco Advisors
New York
$599K
VFIC
798
Valley Forge Investment Consultants
Pennsylvania
$598K
HP
799
Holistic Planning
Texas
$597K
Betterment LLC
800
Betterment LLC
New York
$596K