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iShares Russell Mid-Cap ETF

1,415 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 85 funds opening new positions, 468 increasing their positions, 455 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:

3% more repeat investments, than reductions

Existing positions increased: 468 | Existing positions reduced: 455

1% less funds holding

Funds holding: 1,4301,415 (-15)

3% less funds holding in top 10

Funds holding in top 10: 6058 (-2)

Holders
1,415
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
Twin Tree Management
201
Twin Tree Management
Texas
$7.8M
DT
202
Diversified Trust
Tennessee
$7.76M
BWFA
203
Baltimore-Washington Financial Advisors
Maryland
$7.72M
CFG
204
Citizens Financial Group
Rhode Island
$7.58M
KPWS
205
Kestra Private Wealth Services
Texas
$7.57M
RPC
206
Rossmore Private Capital
Connecticut
$7.55M
SWP
207
Summit Wealth Partners
Florida
$7.47M
SIC
208
Salem Investment Counselors
North Carolina
$7.32M
MT
209
Midwest Trust
Kansas
$7.31M
BFG
210
Bleakley Financial Group
New Jersey
$7.29M
SDWMA
211
Schneider Downs Wealth Management Advisors
Pennsylvania
$7.26M
FTS
212
Fifth Third Securities
Ohio
$7.12M
IA
213
IFC Advisors
California
$7.12M
BWA
214
Beam Wealth Advisors
Louisiana
$6.97M
SA
215
Sincerus Advisory
New York
$6.93M
ACA
216
Aptus Capital Advisors
Alabama
$6.88M
CAM
217
Carret Asset Management
New York
$6.88M
NFG
218
Nadler Financial Group
Illinois
$6.86M
MWM
219
Modera Wealth Management
New Jersey
$6.82M
CHC
220
City Holding Co
West Virginia
$6.77M
TWM
221
Tolleson Wealth Management
Texas
$6.73M
FAM
222
Forte Asset Management
New York
$6.69M
CWM
223
Chesapeake Wealth Management
Virginia
$6.68M
FMC
224
First Merchants Corp
Indiana
$6.65M
IAN
225
Integrated Advisors Network
Texas
$6.6M