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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
OHWP
1001
Oak Harbor Wealth Partners
North Carolina
$351K
First Manhattan
1002
First Manhattan
New York
$351K
TAM
1003
Townsend Asset Management
North Carolina
$349K
AFTS
1004
American Financial & Tax Strategies
New York
$348K
BCAM
1005
Boston Common Asset Management
Massachusetts
$348K
Fisher Asset Management
1006
Fisher Asset Management
Washington
$347K
BC
1007
Burney Company
Virginia
$345K
AL
1008
ADE LLC
Maryland
$344K
DSN
1009
D. Scott Neal
Kentucky
$344K
GFA
1010
Gallagher Fiduciary Advisors
Illinois
$343K
CA
1011
Crewe Advisors
Utah
$343K
UBV
1012
United Bank (Virginia)
Virginia
$341K
ST
1013
Spinnaker Trust
Maine
$340K
TDWM
1014
Topel & Distasi Wealth Management
California
$340K
BGAI
1015
Bruce G. Allen Investments
Colorado
$339K
JBW
1016
Journey Beyond Wealth
Georgia
$333K
HCM
1017
Howland Capital Management
Massachusetts
$330K
TW
1018
TritonPoint Wealth
Maryland
$329K
MAS
1019
Madden Advisory Services
Florida
$329K
APW
1020
Acima Private Wealth
Virginia
$329K
EA
1021
Eclectic Associates
California
$328K
WI
1022
Wedgewood Investors
Pennsylvania
$325K
BFO
1023
Biltmore Family Office
North Carolina
$323K
KA
1024
Kure Advisory
Minnesota
$322K
OS
1025
Objectivity Squared
South Carolina
$319K