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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
APP
1026
Avantax Planning Partners
Iowa
$319K
GIA
1027
Guyasuta Investment Advisors
Pennsylvania
$319K
SFMG
1028
Sage Financial Management Group
Virginia
$318K
FFL
1029
Future Fund LLC
Illinois
$317K
ABWM
1030
Alpine Bank Wealth Management
Colorado
$317K
MIC
1031
Meridian Investment Counsel
California
$316K
LWMM
1032
Legacy Wealth Management (Mississippi)
Mississippi
$316K
AWAG
1033
ARS Wealth Advisors Group
Florida
$315K
VAG
1034
VisionPoint Advisory Group
Texas
$314K
GIA
1035
GHP Investment Advisors
Colorado
$312K
DA
1036
Detalus Advisors
Missouri
$311K
AG
1037
AlTi Global
New York
$311K
TVAMP
1038
Tennessee Valley Asset Management Partners
Tennessee
$309K
VDI
1039
Vaughan David Investments
Illinois
$308K
WCWM
1040
Willow Creek Wealth Management
California
$308K
RAS
1041
RPS Advisory Solutions
Kentucky
$308K
RTC
1042
Riverview Trust Company
Washington
$307K
TCMP
1043
Thrive Capital Management (Pennsylvania)
Pennsylvania
$306K
AC
1044
Allstate Corporation
Illinois
$304K
SFC
1045
Strategic Financial Concepts
Texas
$304K
RBWA
1046
RFG - Bristol Wealth Advisors
Massachusetts
$304K
AWA
1047
Arete Wealth Advisors
Illinois
$303K
DPI
1048
Diversified Portfolios Inc
Michigan
$303K
ORC
1049
O'Rourke & Company
Massachusetts
$302K
PWW
1050
Pettyjohn Wood & White
Virginia
$302K