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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
DT
201
Diversified Trust
Tennessee
$7.76M
BWFA
202
Baltimore-Washington Financial Advisors
Maryland
$7.72M
CFG
203
Citizens Financial Group
Rhode Island
$7.58M
KPWS
204
Kestra Private Wealth Services
Texas
$7.57M
RPC
205
Rossmore Private Capital
Connecticut
$7.55M
SWP
206
Summit Wealth Partners
Florida
$7.47M
SIC
207
Salem Investment Counselors
North Carolina
$7.32M
MT
208
Midwest Trust
Kansas
$7.31M
BFG
209
Bleakley Financial Group
New Jersey
$7.29M
SDWMA
210
Schneider Downs Wealth Management Advisors
Pennsylvania
$7.26M
FTS
211
Fifth Third Securities
Ohio
$7.12M
IA
212
IFC Advisors
California
$7.12M
BWA
213
Beam Wealth Advisors
Louisiana
$6.97M
SA
214
Sincerus Advisory
New York
$6.93M
ACA
215
Aptus Capital Advisors
Alabama
$6.88M
CAM
216
Carret Asset Management
New York
$6.88M
NFG
217
Nadler Financial Group
Illinois
$6.86M
MWM
218
Modera Wealth Management
New Jersey
$6.82M
CHC
219
City Holding Co
West Virginia
$6.77M
TWM
220
Tolleson Wealth Management
Texas
$6.73M
FAM
221
Forte Asset Management
New York
$6.69M
CWM
222
Chesapeake Wealth Management
Virginia
$6.68M
FMC
223
First Merchants Corp
Indiana
$6.65M
IAN
224
Integrated Advisors Network
Texas
$6.6M
SF
225
Summit Financial
New Jersey
$6.57M