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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
BZWA
951
Blue Zone Wealth Advisors
California
$402K
VCM
952
Versant Capital Management
Arizona
$400K
BAAM
953
Baker Avenue Asset Management
California
$398K
KWA
954
Kingswood Wealth Advisors
California
$397K
MFG
955
Magnus Financial Group
New York
$397K
IF
956
Intrua Financial
Texas
$396K
JWM
957
JGP Wealth Management
Oregon
$394K
AF
958
Arrow Financial
New York
$394K
AWM
959
Aprio Wealth Management
Georgia
$393K
LFS
960
Lutz Financial Services
Nebraska
$393K
RFS
961
Richardson Financial Services
Massachusetts
$391K
NRI
962
NFP Retirement Inc
California
$391K
BA
963
Bridgewater Advisors
New York
$389K
PWA
964
Phoenix Wealth Advisors
North Carolina
$386K
RW
965
REDW Wealth
New Mexico
$386K
RA
966
RFG Advisory
Alabama
$386K
ABC
967
Associated Banc-Corp
Wisconsin
$386K
IWMA
968
Ironwood Wealth Management (Arizona)
Arizona
$385K
AFA
969
Antonelli Financial Advisors
Michigan
$385K
PWA
970
Prairie Wealth Advisors
Nebraska
$382K
SWA
971
Sax Wealth Advisors
New Jersey
$380K
TFA
972
Tobias Financial Advisors
Florida
$380K
DWAM
973
Duncan Williams Asset Management
Tennessee
$379K
FNA
974
First National Advisers
Nebraska
$377K
GPA
975
Guidance Point Advisors
Massachusetts
$376K