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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
LWMNY
976
Landmark Wealth Management (New York)
New York
$375K
SA
977
Sovran Advisors
California
$375K
ACA
978
Affinity Capital Advisors
California
$374K
SWM
979
Steinberganna Wealth Management
New York
$374K
CCM
980
Colorado Capital Management
Colorado
$372K
MWM
981
MGB Wealth Management
Texas
$372K
PPW
982
PACK Private Wealth
Minnesota
$369K
FA
983
Financial Alternatives
California
$368K
BWP
984
Bernardo Wealth Planning
Pennsylvania
$367K
VFG
985
V2 Financial group
Illinois
$367K
OL
986
Optas LLC
Texas
$367K
EWM
987
Evermay Wealth Management
Virginia
$365K
CAM
988
CPA Asset Management
Florida
$365K
CFS
989
CRA Financial Services
New Jersey
$365K
AEPWM
990
Atlantic Edge Private Wealth Management
Florida
$363K
PCM
991
Poehling Capital Management
Wisconsin
$362K
MMPW
992
Mitchell McLeod Pugh & Williams
Alabama
$360K
WW
993
Waterfront Wealth
Kansas
$359K
WCM
994
Winthrop Capital Management
Indiana
$359K
HPC
995
HM Payson & Co
Maine
$359K
EL
996
EWA LLC
Pennsylvania
$357K
TW
997
Towerpoint Wealth
California
$356K
SMI
998
Shelter Mutual Insurance
Missouri
$353K
LIA
999
LBMC Investment Advisors
Tennessee
$353K
VFG
1000
Victory Financial Group
Texas
$351K