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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
MWM
1201
Marion Wealth Management
Pennsylvania
$211K
NPF
1202
Norris Perne & French
Michigan
$211K
PI
1203
Pettee Investors
Connecticut
$211K
HIS
1204
Horizon Investment Services
Indiana
$211K
TPWA
1205
Twin Peaks Wealth Advisors
California
$211K
AIA
1206
Armor Investment Advisors
North Carolina
$209K
CHJWM
1207
Carlton Hofferkamp & Jenks Wealth Management
Texas
$208K
FAC
1208
Financial Advisory Corporation
Michigan
$207K
AC
1209
Apella Capital
Connecticut
$205K
FWM
1210
Fonville Wealth Management
Virginia
$205K
OW
1211
Olistico Wealth
Oklahoma
$204K
BMCM
1212
Burns Matteson Capital Management
New York
$203K
IFO
1213
Independent Family Office
New York
$203K
PCM
1214
Pointe Capital Management
Michigan
$202K
ML
1215
McAdam LLC
Pennsylvania
$201K
TCOO
1216
Trust Company of Oklahoma
Oklahoma
$201K
TWM
1217
Topsail Wealth Management
North Carolina
$200K
SA
1218
Stewardship Advisors
Pennsylvania
$200K
TIAAOA
1219
Teachers Insurance & Annuity Association of America
New York
$199K
CAL
1220
Capital Advisors Ltd
Ohio
$198K
WC
1221
Westwind Capital
New Mexico
$188K
MEG
1222
Millstone Evans Group
Colorado
$187K
VNA
1223
Valley National Advisers
Pennsylvania
$175K
IF
1224
Integrity Financial
Wyoming
$174K
LFA
1225
LGT Financial Advisors
Texas
$171K