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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
KJHP
1101
K.J. Harrison & Partners
Ontario, Canada
$268K
ZIC
1102
ZWJ Investment Counsel
Georgia
$266K
CAG
1103
Centerpoint Advisory Group
Kansas
$266K
TWG
1104
The Wealth Group
Minnesota
$266K
EW
1105
Enzi Wealth
Texas
$266K
LF
1106
Lantz Financial
Illinois
$266K
SC
1107
Stephenson & Company
California
$266K
OWA
1108
Octavia Wealth Advisors
Ohio
$265K
TH
1109
TCTC Holdings
Texas
$264K
HH
1110
Hilltop Holdings
Texas
$263K
GD
1111
Grandfield & Dodd
New York
$262K
IIA
1112
Integral Investment Advisors
California
$261K
AIM
1113
Aspen Investment Management
Michigan
$261K
TIM
1114
Tortoise Investment Management
New York
$261K
ACS
1115
Archford Capital Strategies
Illinois
$261K
AWC
1116
Abundance Wealth Counselors
Pennsylvania
$260K
FG
1117
Fiduciary Group
Georgia
$260K
FRA
1118
Front Row Advisors
California
$260K
TA
1119
TruWealth Advisors
Louisiana
$259K
Qube Research & Technologies (QRT)
1120
Qube Research & Technologies (QRT)
United Kingdom
$259K
HFS
1121
Heritage Financial Services
Massachusetts
$258K
JA
1122
JVL Associates
Michigan
$258K
BT
1123
Brandywine Trust
Delaware
$257K
CIBC World Market
1124
CIBC World Market
Ontario, Canada
$257K
AT
1125
American Trust
Kentucky
$256K