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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
CAG
1101
Centerpoint Advisory Group
Kansas
$266K
TWG
1102
The Wealth Group
Minnesota
$266K
EW
1103
Enzi Wealth
Texas
$266K
LF
1104
Lantz Financial
Illinois
$266K
SC
1105
Stephenson & Company
California
$266K
OWA
1106
Octavia Wealth Advisors
Ohio
$265K
TH
1107
TCTC Holdings
Texas
$264K
HH
1108
Hilltop Holdings
Texas
$263K
GD
1109
Grandfield & Dodd
New York
$262K
IIA
1110
Integral Investment Advisors
California
$261K
AIM
1111
Aspen Investment Management
Michigan
$261K
TIM
1112
Tortoise Investment Management
New York
$261K
ACS
1113
Archford Capital Strategies
Illinois
$261K
AWC
1114
Abundance Wealth Counselors
Pennsylvania
$260K
FG
1115
Fiduciary Group
Georgia
$260K
FRA
1116
Front Row Advisors
California
$260K
TA
1117
TruWealth Advisors
Louisiana
$259K
Qube Research & Technologies (QRT)
1118
Qube Research & Technologies (QRT)
United Kingdom
$259K
HFS
1119
Heritage Financial Services
Massachusetts
$258K
JA
1120
JVL Associates
Michigan
$258K
BT
1121
Brandywine Trust
Delaware
$257K
CIBC World Market
1122
CIBC World Market
Ontario, Canada
$257K
AT
1123
American Trust
Kentucky
$256K
TRIA
1124
Trail Ridge Investment Advisors
Colorado
$255K
SCP
1125
Silverleafe Capital Partners
Tennessee
$255K