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iShares Russell Mid-Cap ETF

1,419 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, 471 increasing their positions, 454 reducing their positions, and 68 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:

4% more repeat investments, than reductions

Existing positions increased: 471 | Existing positions reduced: 454

1% less funds holding

Funds holding: 1,4331,419 (-14)

3% less funds holding in top 10

Funds holding in top 10: 6058 (-2)

Holders
1,419
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

Top Sellers

1 -$58.5M
2 -$48.8M
3 -$36.6M
4
Morgan Stanley
Morgan Stanley
New York
-$27.5M
5
US Bancorp
US Bancorp
Minnesota
-$26.4M
Name Holding Trade Value Shares
Change
Change in
Stake
POIA
1351
Pin Oak Investment Advisors
Texas
$23.8K
HWM
1352
Hemington Wealth Management
Virginia
$22K
FGAM
1353
Financial Gravity Asset Management
Texas
$21.4K
DJSG
1354
D.J. St. Germain
Massachusetts
$20.9K
CWM
1355
Consultiva Wealth Management
Puerto Rico
$19.9K
WIM
1356
Westside Investment Management
California
$19.3K
RWM
1357
RMG Wealth Management
Wisconsin
$18.6K
MWPCG
1358
Measured Wealth Private Client Group
New Hampshire
$18.5K
CAC
1359
Core Alternative Capital
Georgia
$18.3K
GCM
1360
Gables Capital Management
Florida
$18.3K
SWIM
1361
Smallwood Wealth Investment Management
New Jersey
$18.3K
ME
1362
McIlrath & Eck
Washington
$17.6K
KFA
1363
Kelleher Financial Advisors
New York
$17.4K
EAM
1364
Eukles Asset Management
Ohio
$16K
AAG
1365
Armstrong Advisory Group
Massachusetts
$15.4K
MM
1366
Main Management
California
$14K
NFSG
1367
Newbridge Financial Services Group
Florida
$14K
SA
1368
SRH Advisors
Kansas
$13.9K
CNBT
1369
Cornerstone National Bank & Trust
Illinois
$13.6K
SIS
1370
Sound Income Strategies
Florida
$13.5K
S
1371
SignatureFD
Georgia
$13.3K
JWM
1372
JPL Wealth Management
Colorado
$12.9K
AGWCA
1373
Annis Gardner Whiting Capital Advisors
Florida
$12.6K
NG
1374
NWK Group
California
$12.4K
LWMI
1375
Legacy Wealth Management (Idaho)
Idaho
$12.2K