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iShares Russell Mid-Cap ETF

1,415 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: 1,4301,415 (-15)

3% less funds holding in top 10

Funds holding in top 10: 6058 (-2)

Holders
1,415
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
TFA
976
Tobias Financial Advisors
Florida
$380K
DWAM
977
Duncan Williams Asset Management
Tennessee
$379K
FNA
978
First National Advisers
Nebraska
$377K
GPA
979
Guidance Point Advisors
Massachusetts
$376K
MFA
980
McClarren Financial Advisors
Pennsylvania
$376K
TWM
981
Tanager Wealth Management
United Kingdom
$375K
LWMNY
982
Landmark Wealth Management (New York)
New York
$375K
SA
983
Sovran Advisors
California
$375K
ACA
984
Affinity Capital Advisors
California
$374K
SWM
985
Steinberganna Wealth Management
New York
$374K
CCM
986
Colorado Capital Management
Colorado
$372K
MWM
987
MGB Wealth Management
Texas
$372K
PPW
988
PACK Private Wealth
Minnesota
$369K
FA
989
Financial Alternatives
California
$368K
BWP
990
Bernardo Wealth Planning
Pennsylvania
$367K
OL
991
Optas LLC
Texas
$367K
VFG
992
V2 Financial group
Illinois
$367K
EWM
993
Evermay Wealth Management
Virginia
$365K
CAM
994
CPA Asset Management
Florida
$365K
CFS
995
CRA Financial Services
New Jersey
$365K
AEPWM
996
Atlantic Edge Private Wealth Management
Florida
$363K
PCM
997
Poehling Capital Management
Wisconsin
$362K
MMPW
998
Mitchell McLeod Pugh & Williams
Alabama
$360K
WW
999
Waterfront Wealth
Kansas
$359K
WCM
1000
Winthrop Capital Management
Indiana
$359K