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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
HFS
1126
Heritage Financial Services
Massachusetts
$258K
JA
1127
JVL Associates
Michigan
$258K
BT
1128
Brandywine Trust
Delaware
$257K
CIBC World Market
1129
CIBC World Market
Ontario, Canada
$257K
AT
1130
American Trust
Kentucky
$256K
TRIA
1131
Trail Ridge Investment Advisors
Colorado
$255K
SCP
1132
Silverleafe Capital Partners
Tennessee
$255K
AIP
1133
ARS Investment Partners
New York
$255K
PRS
1134
Pinkerton Retirement Specialists
Idaho
$253K
IA
1135
Integrity Alliance
Iowa
$253K
AW
1136
Alaethes Wealth
Nevada
$253K
PCTC
1137
Perkins Coie Trust Company
Washington
$252K
IC
1138
Iconiq Capital
California
$251K
TWM
1139
Thrive Wealth Management
Pennsylvania
$250K
FWA
1140
FSM Wealth Advisors
Ohio
$248K
PSF
1141
Pacific Sun Financial
California
$248K
TCOV
1142
Trust Company of Vermont
Vermont
$245K
PWP
1143
Principle Wealth Partners
Connecticut
$245K
HNWA
1144
Henrickson Nauta Wealth Advisors
Michigan
$245K
BFS
1145
BridgePort Financial Solutions
Iowa
$244K
SIG
1146
Sky Investment Group
Connecticut
$244K
CCFM
1147
Clear Creek Financial Management
Washington
$243K
BFWM
1148
Bright Futures Wealth Management
New York
$243K
VRM
1149
Vectors Research Management
New York
$242K
LI
1150
LVZ Inc
Michigan
$241K