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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
FWM
1201
Fingerlakes Wealth Management
New York
$212K
AFA
1202
Arlington Financial Advisors
California
$212K
MWM
1203
Marion Wealth Management
Pennsylvania
$211K
NPF
1204
Norris Perne & French
Michigan
$211K
PI
1205
Pettee Investors
Connecticut
$211K
HIS
1206
Horizon Investment Services
Indiana
$211K
TPWA
1207
Twin Peaks Wealth Advisors
California
$211K
AIA
1208
Armor Investment Advisors
North Carolina
$209K
CHJWM
1209
Carlton Hofferkamp & Jenks Wealth Management
Texas
$208K
FAC
1210
Financial Advisory Corporation
Michigan
$207K
AC
1211
Apella Capital
Connecticut
$205K
FWM
1212
Fonville Wealth Management
Virginia
$205K
OW
1213
Olistico Wealth
Oklahoma
$204K
BMCM
1214
Burns Matteson Capital Management
New York
$203K
IFO
1215
Independent Family Office
New York
$203K
PCM
1216
Pointe Capital Management
Michigan
$202K
ML
1217
McAdam LLC
Pennsylvania
$201K
TCOO
1218
Trust Company of Oklahoma
Oklahoma
$201K
TWM
1219
Topsail Wealth Management
North Carolina
$200K
SA
1220
Stewardship Advisors
Pennsylvania
$200K
TIAAOA
1221
Teachers Insurance & Annuity Association of America
New York
$199K
CAL
1222
Capital Advisors Ltd
Ohio
$198K
WC
1223
Westwind Capital
New Mexico
$188K
MEG
1224
Millstone Evans Group
Colorado
$187K
VNA
1225
Valley National Advisers
Pennsylvania
$175K