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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
PFS
251
Prospera Financial Services
Texas
$5.75M
SVWAG
252
Sound View Wealth Advisors Group
Georgia
$5.73M
NEPWA
253
New England Private Wealth Advisors
Massachusetts
$5.73M
EW
254
Evoke Wealth
California
$5.67M
Principal Financial Group
255
Principal Financial Group
Iowa
$5.67M
TCM
256
Triumph Capital Management
Colorado
$5.63M
ANC
257
Ames National Corp
Iowa
$5.62M
MAA
258
Matrix Asset Advisors
New York
$5.6M
CWM
259
Cahaba Wealth Management
Georgia
$5.57M
LFAS
260
Level Four Advisory Services
Texas
$5.53M
NAM
261
NTV Asset Management
West Virginia
$5.49M
SJIM
262
St. Johns Investment Management
Florida
$5.45M
TCWA
263
Turtle Creek Wealth Advisors
Texas
$5.45M
CP
264
Canopy Partners
Ohio
$5.44M
CCA
265
Conservest Capital Advisors
Pennsylvania
$5.43M
HW
266
Hancock Whitney
Mississippi
$5.29M
SAM
267
Silvercrest Asset Management
New York
$5.28M
UCFA
268
United Capital Financial Advisors
Texas
$5.24M
CNBT
269
Canandaigua National Bank & Trust
New York
$5.22M
AIM
270
Acropolis Investment Management
Missouri
$5.16M
CPSC
271
Carl P. Sherr & Co
Massachusetts
$5.12M
SAG
272
SageView Advisory Group
California
$5.02M
TPCW
273
TD Private Client Wealth
New York
$4.98M
FA
274
FDx Advisors
Illinois
$4.96M
STA
275
Smith Thornton Advisors
Alabama
$4.89M