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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
CFO
1301
Colony Family Offices
North Carolina
$61.6K
MAS
1302
MPWM Advisory Solutions
Georgia
$59.1K
CT
1303
Clearstead Trust
Maine
$58.2K
CWM
1304
Copia Wealth Management
Oregon
$56.4K
PCA
1305
Providence Capital Advisors
North Carolina
$56K
TFA
1306
Transamerica Financial Advisors
Florida
$55.7K
CFD
1307
Creative Financial Designs
Indiana
$54.9K
MIA
1308
Milestone Investment Advisors
Wisconsin
$54.3K
WWM
1309
Woodside Wealth Management
Massachusetts
$54.1K
CBT
1310
Crews Bank & Trust
Florida
$50.7K
CMA
1311
Cedar Mountain Advisors
Oregon
$49.1K
BONH
1312
Bank of New Hampshire
New Hampshire
$48.3K
CMP
1313
Coston McIsaac & Partners
Maine
$48K
PWMG
1314
Private Wealth Management Group
New Jersey
$47.1K
CSPIA
1315
Cary Street Partners Investment Advisory
Virginia
$47.1K
RA
1316
Rise Advisors
New York
$45.6K
APW
1317
Atlantic Private Wealth
North Carolina
$45K
PWM
1318
Provident Wealth Management
Tennessee
$44.4K
PCFFS
1319
Pacific Center for Financial Services
California
$43.3K
MFT
1320
Moisand Fitzgerald Tamayo
Florida
$40.4K
MWM
1321
Mascoma Wealth Management
New Hampshire
$39.2K
RIA
1322
Realta Investment Advisors
Delaware
$38.7K
SAM
1323
Smartleaf Asset Management
Massachusetts
$38.6K
WWM
1324
Wolff Wiese Magana
California
$38.4K
PWA
1325
Physician Wealth Advisors
Utah
$37.6K