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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
UB
1076
Umpqua Bank
Oregon
$287K
GGS
1077
Galvin Gaustad & Stein
Arizona
$286K
PFA
1078
Pure Financial Advisors
California
$286K
PCA
1079
Peddock Capital Advisors
Massachusetts
$285K
AF
1080
Apexium Financial
Texas
$284K
AIA
1081
Accelerate Investment Advisors
California
$284K
CIAS
1082
CFS Investment Advisory Services
New Jersey
$283K
SWRP
1083
Summit Wealth & Retirement Planning
California
$282K
TC
1084
TAGStone Capital
North Carolina
$281K
PAW
1085
Plan A Wealth
Nebraska
$281K
CFGW
1086
Chancellor Financial Group WB
Pennsylvania
$281K
OP
1087
ORG Partners
Indiana
$281K
FCB
1088
First County Bank
Connecticut
$278K
PCH
1089
PGIM Custom Harvest
New Jersey
$278K
DIP
1090
Davis Investment Partners
North Carolina
$277K
MSFS
1091
Main Street Financial Solutions
Pennsylvania
$276K
SVWG
1092
Shared Vision Wealth Group
United States
$276K
NPT
1093
Nixon Peabody Trust
Massachusetts
$275K
TM
1094
TigerOak Management
New Mexico
$271K
FG
1095
Fairman Group
Pennsylvania
$271K
AMM
1096
American Money Management
California
$270K
NA
1097
Nautilus Advisors
California
$269K
LSWP
1098
Liberty Square Wealth Partners
Pennsylvania
$269K
KJHP
1099
K.J. Harrison & Partners
Ontario, Canada
$268K
ZIC
1100
ZWJ Investment Counsel
Georgia
$266K