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iShares Russell Mid-Cap ETF

1,419 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, 471 increasing their positions, 454 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:

4% more repeat investments, than reductions

Existing positions increased: 471 | Existing positions reduced: 454

1% less funds holding

Funds holding: 1,4331,419 (-14)

3% less funds holding in top 10

Funds holding in top 10: 6058 (-2)

Holders
1,419
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

Top Sellers

1 -$58.5M
2 -$48.8M
3 -$36.6M
4
Morgan Stanley
Morgan Stanley
New York
-$27.5M
5
US Bancorp
US Bancorp
Minnesota
-$26.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SFO
1201
Stokes Family Office
Louisiana
$215K
BIA
1202
Barry Investment Advisors
Massachusetts
$215K
PCS
1203
Personal CFO Solutions
New Jersey
$214K
MCCP
1204
Mission Creek Capital Partners
California
$214K
PFG
1205
Premier Financial Group
California
$212K
FWM
1206
Fingerlakes Wealth Management
New York
$212K
AFA
1207
Arlington Financial Advisors
California
$212K
MWM
1208
Marion Wealth Management
Pennsylvania
$211K
NPF
1209
Norris Perne & French
Michigan
$211K
PI
1210
Pettee Investors
Connecticut
$211K
HIS
1211
Horizon Investment Services
Indiana
$211K
TPWA
1212
Twin Peaks Wealth Advisors
California
$211K
AIA
1213
Armor Investment Advisors
North Carolina
$209K
CHJWM
1214
Carlton Hofferkamp & Jenks Wealth Management
Texas
$208K
FAC
1215
Financial Advisory Corporation
Michigan
$207K
AC
1216
Apella Capital
Connecticut
$205K
FWM
1217
Fonville Wealth Management
Virginia
$205K
OW
1218
Olistico Wealth
Oklahoma
$204K
BMCM
1219
Burns Matteson Capital Management
New York
$203K
IFO
1220
Independent Family Office
New York
$203K
PCM
1221
Pointe Capital Management
Michigan
$202K
ML
1222
McAdam LLC
Pennsylvania
$201K
TCOO
1223
Trust Company of Oklahoma
Oklahoma
$201K
TWM
1224
Topsail Wealth Management
North Carolina
$200K
SA
1225
Stewardship Advisors
Pennsylvania
$200K