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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
HPIA
1226
Hamilton Point Investment Advisors
North Carolina
$170K
SWP
1227
Strategic Wealth Partners
Ohio
$161K
BA
1228
Ballast Advisors
Minnesota
$159K
HBW
1229
Hazlett, Burt & Watson
West Virginia
$157K
LWCFA
1230
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$153K
CFO
1231
CVA Family Office
Colorado
$149K
FFL
1232
Financial Freedom LLC
Ohio
$148K
EDRH
1233
Edmond de Rothschild Holding
Switzerland
$147K
MAFA
1234
MJT & Associates Financial Advisory
Minnesota
$145K
NRC
1235
New Republic Capital
North Carolina
$142K
FWM
1236
FSA Wealth Management
Massachusetts
$142K
CIAS
1237
Capital Investment Advisory Services
North Carolina
$142K
LI
1238
LRI Investments
Florida
$141K
RIL
1239
Rothschild Investment LLC
Illinois
$139K
CB
1240
CNB Bank
Pennsylvania
$138K
CTC
1241
Cetera Trust Company
Minnesota
$138K
ICCON
1242
Investment Counsel Company of Nevada
Nevada
$133K
MFC
1243
Morris Financial Concepts
South Carolina
$132K
EWP
1244
Elevation Wealth Partners
California
$130K
NRG
1245
Nemes Rush Group
Michigan
$128K
FCAS
1246
First Command Advisory Services
Texas
$127K
HNW
1247
High Note Wealth
Minnesota
$126K
GEA
1248
Glen Eagle Advisors
New Jersey
$125K
CCM
1249
Chilton Capital Management
Texas
$124K
DWM
1250
Darwin Wealth Management
Florida
$124K