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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,416 hedge funds and large institutions have $34.1B invested in iShares Russell Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 441 increasing their positions, 467 reducing their positions, and 47 closing their positions.

Holders
1,416
Holders Change
+61
Holders Change %
+4.5%
% of All Funds
19.02%
Holding in Top 10
60
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.23%
% of All Funds
0.81%
New
132
Increased
441
Reduced
467
Closed
47
Calls
$5.23M
Puts
$1.71M
Net Calls
+$3.52M
Net Calls Change
+$6.78M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$570M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$6.38B
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$910M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$374M
5
Wells Fargo
5
Wells Fargo
California
$3.6B

Top Sellers

1
US Bancorp
1
US Bancorp
Minnesota
$1.28B
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$28.6M
3
Bank of America
3
Bank of America
North Carolina
$5.59B
4
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$328M
5
MFIM
5
Mesirow Financial Investment Management
Illinois
$50.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$6.38B 69,710,394 +3,213,040 +5%
Bank of America
2
Bank of America
North Carolina
$5.59B 60,814,837 -1,643,548 -3%
Wells Fargo
3
Wells Fargo
California
$3.6B 39,188,070 +920,586 +2%
US Bancorp
4
US Bancorp
Minnesota
$1.28B 13,918,489 -5,406,962 -28%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$1.19B 12,897,853 -259,301 -2%
Morgan Stanley
6
Morgan Stanley
New York
$977M 10,627,845 +566,515 +6%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$910M 9,899,322 +1,880,984 +23%
Northern Trust
8
Northern Trust
Illinois
$889M 9,669,669 +298,598 +3%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$756M 8,215,063 -3,600 -0%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$605M 6,575,928 -231,818 -3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$570M 6,192,793 +4,157,294 +204%
UBS Group
12
UBS Group
Switzerland
$496M 5,387,723 +36,908 +0.7%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$374M 4,063,753 +979,917 +32%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$373M 4,053,740 -78,588 -2%
Truist Financial
15
Truist Financial
North Carolina
$364M 3,954,909 -120,656 -3%
ANTB
16
AMG National Trust Bank
Colorado
$349M 3,796,616 +8,371 +0.2%
Ameriprise
17
Ameriprise
Minnesota
$331M 3,540,276 +147,857 +4%
TIAA Trust, National Association
18
TIAA Trust, National Association
North Carolina
$328M 3,567,868 -601,194 -14%
LPL Financial
19
LPL Financial
California
$280M 3,049,642 +57,050 +2%
Raymond James Financial
20
Raymond James Financial
Florida
$249M 2,709,795 +28,792 +1%
JIC
21
Johnson Investment Counsel
Ohio
$240M 2,614,856 +29,418 +1%
Goldman Sachs
22
Goldman Sachs
New York
$240M 2,613,195 +4,897 +0.2%
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$192M 2,088,913 -37,857 -2%
Pathstone Holdings
24
Pathstone Holdings
New Jersey
$182M 1,980,792 +3,574 +0.2%
Mariner
25
Mariner
Kansas
$160M 1,735,279 +35,050 +2%
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