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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
RWA
76
River Wealth Advisors
Pennsylvania
$39.7M
Kayne Anderson Rudnick Investment Management
77
Kayne Anderson Rudnick Investment Management
California
$39.5M
SIA
78
Stegner Investment Associates
Kentucky
$38.8M
WANY
79
Wealthspire Advisors (New York)
New York
$37.7M
BlackRock
80
BlackRock
New York
$37M
DWM
81
Dakota Wealth Management
Florida
$36.2M
AF
82
Alerus Financial
North Dakota
$36.2M
Corient Private Wealth
83
Corient Private Wealth
Florida
$36.2M
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$35.6M
CT
85
Coastline Trust
Rhode Island
$35.1M
GC
86
Gilbert & Cook
Iowa
$35M
WSFS
87
Wilmington Savings Fund Society
Delaware
$32.5M
Brown Advisory
88
Brown Advisory
Maryland
$32.4M
CIG
89
Consolidated Investment Group
Colorado
$31.2M
DADC
90
D.A. Davidson & Co
Montana
$30.8M
Mercer Global Advisors
91
Mercer Global Advisors
Colorado
$30.5M
Envestnet Portfolio Solutions
92
Envestnet Portfolio Solutions
Illinois
$30.1M
RFC
93
Regions Financial Corp
Alabama
$29.1M
MML Investors Services
94
MML Investors Services
Massachusetts
$28.9M
Thrivent Financial for Lutherans
95
Thrivent Financial for Lutherans
Minnesota
$28.3M
CCM
96
Coldstream Capital Management
Washington
$28M
AWM
97
AE Wealth Management
Kansas
$27.7M
Stifel Financial
98
Stifel Financial
Missouri
$26.6M
SIC
99
Sigma Investment Counselors
Michigan
$26.1M
HFS
100
Hantz Financial Services
Michigan
$25.6M