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iShares Russell Mid-Cap ETF

1,416 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, 469 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:

3% more repeat investments, than reductions

Existing positions increased: 469 | Existing positions reduced: 454

1% less funds holding

Funds holding: 1,4301,416 (-14)

3% less funds holding in top 10

Funds holding in top 10: 6058 (-2)

Holders
1,416
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
KAS
101
Kestra Advisory Services
Texas
$25.3M
XF
102
XML Financial
Maryland
$23.6M
CAM
103
Cresset Asset Management
Illinois
$23.6M
SA
104
Sanctuary Advisors
Indiana
$23.5M
DIP
105
DT Investment Partners
Pennsylvania
$23.4M
FFN
106
Focus Financial Network
Minnesota
$22.6M
TCBWMS
107
Texas Capital Bank Wealth Management Services
Texas
$22.2M
CWM
108
CCG Wealth Management
California
$22M
MIM
109
Miller Investment Management
Pennsylvania
$21.8M
ANB
110
Amarillo National Bank
Texas
$21.5M
LA
111
Legacy Advisors
Pennsylvania
$20.9M
SWP
112
Stratos Wealth Partners
Ohio
$20.6M
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$20.5M
FTWA
114
Fifth Third Wealth Advisors
Ohio
$20.4M
BPA
115
Beacon Pointe Advisors
California
$20.3M
NA
116
NewEdge Advisors
Louisiana
$20M
BCWM
117
Bartlett & Co Wealth Management
Ohio
$19.8M
WTC
118
WhitTier Trust Company
Nevada
$19.7M
WT
119
Whittier Trust
California
$17.9M
SCG
120
Sonata Capital Group
Washington
$17.8M
PA
121
PFW Advisors
Georgia
$17.6M
EH
122
Equitable Holdings
New York
$17.6M
WA
123
Waverly Advisors
Alabama
$17.1M
PAG
124
Private Advisor Group
New Jersey
$16.8M
FCBT
125
First Citizens Bank & Trust
North Carolina
$16.6M