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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
STA
901
Summit Trail Advisors
New York
$458K
I
902
InvesTrust
Oklahoma
$458K
JFG
903
Jefferies Financial Group
New York
$458K
CTA
904
Colonial Trust Advisors
South Carolina
$457K
4WM
905
49 Wealth Management
Texas
$456K
HFP
906
Holistic Financial Partners
Indiana
$455K
SP
907
Stonebrook Private
Michigan
$455K
LFG
908
Lockerman Financial Group
California
$455K
CB
909
Cadence Bank
Mississippi
$453K
FMTCOCP
910
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$453K
RFA
911
Resurgent Financial Advisors
Georgia
$451K
TC
912
Trust Company
Kansas
$450K
IA
913
IFG Advisory
Georgia
$450K
FPW
914
Flagship Private Wealth
Massachusetts
$448K
BFM
915
Broadview Financial Management
Wisconsin
$447K
LNB
916
Ledyard National Bank
$446K
Deutsche Bank
917
Deutsche Bank
Germany
$443K
VT
918
Vise Technologies
New York
$442K
BIG
919
Brooklyn Investment Group
New York
$440K
PWM
920
PBMares Wealth Management
Virginia
$440K
AA
921
Advisory Alpha
Michigan
$436K
IWA
922
Invera Wealth Advisors
Oregon
$436K
KWMG
923
King Wealth Management Group
Florida
$436K
FCA
924
Fortis Capital Advisors
Kansas
$435K
MAM
925
MWA Asset Management
Massachusetts
$435K