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iShares Russell Mid-Cap ETF

1,416 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, 469 increasing their positions, 454 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: 469 | Existing positions reduced: 454

1% less funds holding

Funds holding: 1,4301,416 (-14)

3% less funds holding in top 10

Funds holding in top 10: 6058 (-2)

Holders
1,416
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
SFC
1051
Strategic Financial Concepts
Texas
$304K
RBWA
1052
RFG - Bristol Wealth Advisors
Massachusetts
$304K
AWA
1053
Arete Wealth Advisors
Illinois
$303K
DPI
1054
Diversified Portfolios Inc
Michigan
$303K
ORC
1055
O'Rourke & Company
Massachusetts
$302K
PWW
1056
Pettyjohn Wood & White
Virginia
$302K
RT
1057
Rockland Trust
Massachusetts
$301K
EA
1058
Emerald Advisors
Washington
$301K
MLRA
1059
Main Line Retirement Advisors
Montana
$300K
Members Trust
1060
Members Trust
Florida
$300K
TCTWM
1061
Three Cord True Wealth Management
Pennsylvania
$300K
AIA
1062
Arbor Investment Advisors
North Carolina
$299K
PFW
1063
Petros Family Wealth
Minnesota
$299K
MHIC
1064
Marble Harbor Investment Counsel
Massachusetts
$299K
HCP
1065
Holt Capital Partners
Texas
$298K
FBT
1066
First Bank & Trust
South Dakota
$298K
GOCP
1067
Great Oak Capital Partners
Massachusetts
$297K
PAM
1068
Peak Asset Management
Colorado
$297K
WCG
1069
Weaver Consulting Group
California
$295K
PF
1070
PlanWiser Financial
Colorado
$294K
MSWA
1071
Marshall & Sterling Wealth Advisors
New York
$294K
1IA
1072
1834 Investment Advisors
Wisconsin
$292K
NWMP
1073
Noble Wealth Management PBC
Colorado
$292K
UIA
1074
Ulland Investment Advisors
Minnesota
$292K
ATC
1075
Adirondack Trust Company
New York
$292K