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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 %
FAM
226
Forte Asset Management
New York
$6.39M 69,455 -3,098 -4%
WW
227
Westshore Wealth
California
$6.38M 69,381 +612 +0.9%
MWM
228
Modera Wealth Management
New Jersey
$6.29M 68,386 +4,745 +7%
OGF
229
Orin Green Financial
California
$6.24M 67,807 -1,269 -2%
CWM
230
Chesapeake Wealth Management
Virginia
$6.17M 67,126 +786 +1%
CRC
231
Curi RMB Capital
Illinois
$6.01M 65,345 +36,055 +123%
Thrivent Financial for Lutherans
232
Thrivent Financial for Lutherans
Minnesota
$6.01M 65,341 -223,469 -77%
CGPCS
233
Capital Group Private Client Services
California
$5.99M 65,113 -224 -0.3%
CPIG
234
Chicago Partners Investment Group
Illinois
$5.88M 61,845 +6,268 +11%
WB
235
WesBanco Bank
West Virginia
$5.81M 63,168 +3,112 +5%
OIA
236
OneDigital Investment Advisors
Kansas
$5.75M 62,468 +3,020 +5%
EFS
237
Essex Financial Services
Connecticut
$5.72M 62,143 -2,058 -3%
TCWA
238
Turtle Creek Wealth Advisors
Texas
$5.7M 61,923 -9,826 -14%
SWM
239
Shelton Wealth Management
Texas
$5.69M 61,838 -1,725 -3%
S
240
Sachetta
Massachusetts
$5.68M 61,730 -173 -0.3%
SFG
241
Sunburst Financial Group
Alabama
$5.67M 61,672 +15 +0%
KAM
242
Knightsbridge Asset Management
California
$5.66M 61,555 -714 -1%
TCM
243
Triumph Capital Management
Colorado
$5.66M 61,508 +1,671 +3%
DWT
244
Dorsey & Whitney Trust
South Dakota
$5.65M 61,471 +9,945 +19%
BFG
245
Baron Financial Group
New Jersey
$5.65M 61,455 +3,326 +6%
Vanguard Group
246
Vanguard Group
Pennsylvania
$5.64M 61,318 +6,295 +11%
TTWM
247
TCV Trust & Wealth Management
Virginia
$5.6M 60,858 -1,579 -3%
FNBT
248
FineMark National Bank & Trust
Florida
$5.56M 60,505 +729 +1%
Principal Financial Group
249
Principal Financial Group
Iowa
$5.55M 60,349 -10,221 -14%
NEPWA
250
New England Private Wealth Advisors
Massachusetts
$5.52M 58,581 +1,733 +3%
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