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iShares Russell Mid-Cap ETF

1,408 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, 466 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: 466 | Existing positions reduced: 452

1% less funds holding

Funds holding: 1,4281,408 (-20)

3% less funds holding in top 10

Funds holding in top 10: 6058 (-2)

Holders
1,408
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
NC
1301
North Capital
Utah
$63.7K
AG
1302
AmeriFlex Group
Nevada
$62.8K
CFO
1303
Colony Family Offices
North Carolina
$61.6K
MAS
1304
MPWM Advisory Solutions
Georgia
$59.1K
CT
1305
Clearstead Trust
Maine
$58.2K
CWM
1306
Copia Wealth Management
Oregon
$56.4K
PCA
1307
Providence Capital Advisors
North Carolina
$56K
TFA
1308
Transamerica Financial Advisors
Florida
$55.7K
CFD
1309
Creative Financial Designs
Indiana
$54.9K
MIA
1310
Milestone Investment Advisors
Wisconsin
$54.3K
WWM
1311
Woodside Wealth Management
Massachusetts
$54.1K
CBT
1312
Crews Bank & Trust
Florida
$50.7K
CMA
1313
Cedar Mountain Advisors
Oregon
$49.1K
BONH
1314
Bank of New Hampshire
New Hampshire
$48.3K
CMP
1315
Coston McIsaac & Partners
Maine
$48K
PWMG
1316
Private Wealth Management Group
New Jersey
$47.1K
CSPIA
1317
Cary Street Partners Investment Advisory
Virginia
$47.1K
RA
1318
Rise Advisors
New York
$45.6K
APW
1319
Atlantic Private Wealth
North Carolina
$45K
PWM
1320
Provident Wealth Management
Tennessee
$44.4K
PCFFS
1321
Pacific Center for Financial Services
California
$43.3K
MFT
1322
Moisand Fitzgerald Tamayo
Florida
$40.4K
MWM
1323
Mascoma Wealth Management
New Hampshire
$39.2K
RIA
1324
Realta Investment Advisors
Delaware
$38.7K
SAM
1325
Smartleaf Asset Management
Massachusetts
$38.6K