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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
CCMI
1176
Creative Capital Management Investments
California
$229K
AOWM
1177
Alpha Omega Wealth Management
Virginia
$229K
BG
1178
Bollard Group
Massachusetts
$228K
CMP
1179
Courage Miller Partners
Virginia
$227K
TWM
1180
Tradition Wealth Management
Minnesota
$224K
SOS
1181
Silver Oak Securities
Tennessee
$224K
WG
1182
Welch Group
Alabama
$224K
CIA
1183
Compass Ion Advisors
Pennsylvania
$224K
DPW
1184
DiNuzzo Private Wealth
Pennsylvania
$223K
P
1185
Pitcairn
Pennsylvania
$223K
WS
1186
Wedbush Securities
California
$223K
AIM
1187
Athena Investment Management
California
$222K
RWM
1188
Ritholtz Wealth Management
New York
$222K
BFWA
1189
Benchmark Financial Wealth Advisors
Florida
$222K
OFS
1190
OneAscent Financial Services
Alabama
$221K
MIA
1191
MainStreet Investment Advisors
Illinois
$220K
CWS
1192
Confluence Wealth Services
Pennsylvania
$220K
SAW
1193
Signal Advisors Wealth
Michigan
$219K
WCM
1194
Warburton Capital Management
Oklahoma
$219K
PPH
1195
Pure Portfolios Holdings
Oregon
$218K
First Trust Advisors
1196
First Trust Advisors
Illinois
$218K
MCC
1197
Money Concepts Capital
Florida
$217K
MIP
1198
Marietta Investment Partners
Wisconsin
$217K
FCM
1199
Firestone Capital Management
Florida
$215K
SFO
1200
Stokes Family Office
Louisiana
$215K