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iShares Russell Mid-Cap ETF

1,415 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, 468 increasing their positions, 455 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: 468 | Existing positions reduced: 455

1% less funds holding

Funds holding: 1,4301,415 (-15)

3% less funds holding in top 10

Funds holding in top 10: 6058 (-2)

Holders
1,415
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
TA
1076
TPG Advisors
Illinois
$292K
FAM
1077
Formidable Asset Management
Ohio
$291K
Prudential Financial
1078
Prudential Financial
New Jersey
$290K
DFA
1079
DHJJ Financial Advisors
Illinois
$290K
OPPS
1080
Obsidian Personal Planning Solutions
Maryland
$289K
RHP
1081
Royal Harbor Partners
Texas
$288K
GWM
1082
GSB Wealth Management
Connecticut
$287K
UB
1083
Umpqua Bank
Oregon
$287K
GGS
1084
Galvin Gaustad & Stein
Arizona
$286K
PFA
1085
Pure Financial Advisors
California
$286K
PCA
1086
Peddock Capital Advisors
Massachusetts
$285K
AF
1087
Apexium Financial
Texas
$284K
AIA
1088
Accelerate Investment Advisors
California
$284K
CIAS
1089
CFS Investment Advisory Services
New Jersey
$283K
SWRP
1090
Summit Wealth & Retirement Planning
California
$282K
TC
1091
TAGStone Capital
North Carolina
$281K
PAW
1092
Plan A Wealth
Nebraska
$281K
CFGW
1093
Chancellor Financial Group WB
Pennsylvania
$281K
OP
1094
ORG Partners
Indiana
$281K
FCB
1095
First County Bank
Connecticut
$278K
PCH
1096
PGIM Custom Harvest
New Jersey
$278K
DIP
1097
Davis Investment Partners
North Carolina
$277K
MSFS
1098
Main Street Financial Solutions
Pennsylvania
$276K
SVWG
1099
Shared Vision Wealth Group
United States
$276K
NPT
1100
Nixon Peabody Trust
Massachusetts
$275K