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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
BIA
1201
Barry Investment Advisors
Massachusetts
$215K
PCS
1202
Personal CFO Solutions
New Jersey
$214K
MCCP
1203
Mission Creek Capital Partners
California
$214K
PFG
1204
Premier Financial Group
California
$212K
FWM
1205
Fingerlakes Wealth Management
New York
$212K
AFA
1206
Arlington Financial Advisors
California
$212K
MWM
1207
Marion Wealth Management
Pennsylvania
$211K
NPF
1208
Norris Perne & French
Michigan
$211K
PI
1209
Pettee Investors
Connecticut
$211K
HIS
1210
Horizon Investment Services
Indiana
$211K
TPWA
1211
Twin Peaks Wealth Advisors
California
$211K
AIA
1212
Armor Investment Advisors
North Carolina
$209K
CHJWM
1213
Carlton Hofferkamp & Jenks Wealth Management
Texas
$208K
FAC
1214
Financial Advisory Corporation
Michigan
$207K
AC
1215
Apella Capital
Connecticut
$205K
FWM
1216
Fonville Wealth Management
Virginia
$205K
OW
1217
Olistico Wealth
Oklahoma
$204K
BMCM
1218
Burns Matteson Capital Management
New York
$203K
IFO
1219
Independent Family Office
New York
$203K
PCM
1220
Pointe Capital Management
Michigan
$202K
ML
1221
McAdam LLC
Pennsylvania
$201K
TCOO
1222
Trust Company of Oklahoma
Oklahoma
$201K
TWM
1223
Topsail Wealth Management
North Carolina
$200K
SA
1224
Stewardship Advisors
Pennsylvania
$200K
TIAAOA
1225
Teachers Insurance & Annuity Association of America
New York
$199K