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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, 469 increasing their positions, 454 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: 469 | Existing positions reduced: 454

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
BWM
951
BAM Wealth Management
Colorado
$406K
MA
952
Mutual Advisors
Nebraska
$404K
AF
953
Advisornet Financial
Minnesota
$404K
ST
954
Sentinel Trust
Texas
$402K
BZWA
955
Blue Zone Wealth Advisors
California
$402K
VCM
956
Versant Capital Management
Arizona
$400K
BAAM
957
Baker Avenue Asset Management
California
$398K
KWA
958
Kingswood Wealth Advisors
California
$397K
MFG
959
Magnus Financial Group
New York
$397K
IF
960
Intrua Financial
Texas
$396K
JWM
961
JGP Wealth Management
Oregon
$394K
AF
962
Arrow Financial
New York
$394K
AWM
963
Aprio Wealth Management
Georgia
$393K
LFS
964
Lutz Financial Services
Nebraska
$393K
RFS
965
Richardson Financial Services
Massachusetts
$391K
NRI
966
NFP Retirement Inc
California
$391K
BA
967
Bridgewater Advisors
New York
$389K
PWA
968
Phoenix Wealth Advisors
North Carolina
$386K
RW
969
REDW Wealth
New Mexico
$386K
RA
970
RFG Advisory
Alabama
$386K
ABC
971
Associated Banc-Corp
Wisconsin
$386K
IWMA
972
Ironwood Wealth Management (Arizona)
Arizona
$385K
AFA
973
Antonelli Financial Advisors
Michigan
$385K
PWA
974
Prairie Wealth Advisors
Nebraska
$382K
SWA
975
Sax Wealth Advisors
New Jersey
$380K