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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
VWWMG
1251
Vermillion & White Wealth Management Group
Pennsylvania
$123K
PWA
1252
Provenance Wealth Advisors
Florida
$123K
M
1253
MOTCO
Texas
$117K
MA
1254
Marquette Associates
Illinois
$116K
AIM
1255
Anchor Investment Management
South Carolina
$113K
RFP
1256
Root Financial Partners
California
$112K
ACB
1257
Aristotle Capital Boston
Massachusetts
$112K
CP
1258
Covenant Partners
Tennessee
$112K
PPC
1259
Park Place Capital
Alabama
$111K
TC
1260
Truvestments Capital
Florida
$110K
WTA
1261
Washington Trust Advisors
Massachusetts
$110K
MFC
1262
Mechanics Financial Corp
Ohio
$109K
MNA
1263
Manning & Napier Advisors
New York
$108K
FP
1264
Financial Perspectives
Minnesota
$101K
WFA
1265
West Financial Advisors
Iowa
$100K
AIA
1266
Arcadia Investment Advisors
Idaho
$100K
FDW
1267
Fourth Dimension Wealth
Ohio
$99.8K
DMKJ
1268
David M. Knott Jr
$99K
AT
1269
Avalon Trust
New Mexico
$96.5K
KHC
1270
Koesten Hirschmann & Crabtree
Kansas
$96.5K
Harris Associates
1271
Harris Associates
Illinois
$96.5K
RF
1272
Rossby Financial
Florida
$96.2K
CFP
1273
Comprehensive Financial Planning
Pennsylvania
$96K
RCM
1274
Raleigh Capital Management
North Carolina
$94.4K
LWA
1275
Lowe Wealth Advisors
Maryland
$92.5K