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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
KAS
101
Kestra Advisory Services
Texas
$25.3M
XF
102
XML Financial
Maryland
$23.6M
CAM
103
Cresset Asset Management
Illinois
$23.6M
DIP
104
DT Investment Partners
Pennsylvania
$23.4M
FFN
105
Focus Financial Network
Minnesota
$22.6M
TCBWMS
106
Texas Capital Bank Wealth Management Services
Texas
$22.2M
CWM
107
CCG Wealth Management
California
$22M
MIM
108
Miller Investment Management
Pennsylvania
$21.8M
ANB
109
Amarillo National Bank
Texas
$21.5M
LA
110
Legacy Advisors
Pennsylvania
$20.9M
SWP
111
Stratos Wealth Partners
Ohio
$20.6M
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$20.5M
FTWA
113
Fifth Third Wealth Advisors
Ohio
$20.4M
BPA
114
Beacon Pointe Advisors
California
$20.3M
NA
115
NewEdge Advisors
Louisiana
$20M
BCWM
116
Bartlett & Co Wealth Management
Ohio
$19.8M
WTC
117
WhitTier Trust Company
Nevada
$19.7M
WT
118
Whittier Trust
California
$17.9M
SCG
119
Sonata Capital Group
Washington
$17.8M
PA
120
PFW Advisors
Georgia
$17.6M
EH
121
Equitable Holdings
New York
$17.6M
WA
122
Waverly Advisors
Alabama
$17.1M
PAG
123
Private Advisor Group
New Jersey
$16.8M
FCBT
124
First Citizens Bank & Trust
North Carolina
$16.6M
P
125
&Partners
Tennessee
$16.5M