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iShares Russell Mid-Cap ETF

1,408 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, 466 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: 466 | Existing positions reduced: 452

1% less funds holding

Funds holding: 1,4281,408 (-20)

3% less funds holding in top 10

Funds holding in top 10: 6058 (-2)

Holders
1,408
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
KA
1026
Kure Advisory
Minnesota
$322K
OS
1027
Objectivity Squared
South Carolina
$319K
APP
1028
Avantax Planning Partners
Iowa
$319K
GIA
1029
Guyasuta Investment Advisors
Pennsylvania
$319K
SFMG
1030
Sage Financial Management Group
Virginia
$318K
FFL
1031
Future Fund LLC
Illinois
$317K
ABWM
1032
Alpine Bank Wealth Management
Colorado
$317K
MIC
1033
Meridian Investment Counsel
California
$316K
LWMM
1034
Legacy Wealth Management (Mississippi)
Mississippi
$316K
AWAG
1035
ARS Wealth Advisors Group
Florida
$315K
VAG
1036
VisionPoint Advisory Group
Texas
$314K
GIA
1037
GHP Investment Advisors
Colorado
$312K
DA
1038
Detalus Advisors
Missouri
$311K
AG
1039
AlTi Global
New York
$311K
TVAMP
1040
Tennessee Valley Asset Management Partners
Tennessee
$309K
VDI
1041
Vaughan David Investments
Illinois
$308K
WCWM
1042
Willow Creek Wealth Management
California
$308K
RAS
1043
RPS Advisory Solutions
Kentucky
$308K
RTC
1044
Riverview Trust Company
Washington
$307K
TCMP
1045
Thrive Capital Management (Pennsylvania)
Pennsylvania
$306K
AC
1046
Allstate Corporation
Illinois
$304K
SFC
1047
Strategic Financial Concepts
Texas
$304K
RBWA
1048
RFG - Bristol Wealth Advisors
Massachusetts
$304K
AWA
1049
Arete Wealth Advisors
Illinois
$303K
DPI
1050
Diversified Portfolios Inc
Michigan
$303K