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iShares Russell Mid-Cap ETF

1,423 hedge funds and large institutions have $34.4B invested in iShares Russell Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 133 funds opening new positions, 446 increasing their positions, 467 reducing their positions, and 47 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 funds holding

Funds holding:

4% less repeat investments, than reductions

Existing positions increased: 446 | Existing positions reduced: 467

3% less funds holding in top 10

Funds holding in top 10: 6260 (-2)

3.83% less ownership

Funds ownership: 83.09%79.25% (-3.8%)

Holders
1,423
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
60
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.5M
Puts
$2.04M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
226
CFM Wealth Partners
Texas
$6.41M
SA
227
Sincerus Advisory
New York
$6.41M
FAM
228
Forte Asset Management
New York
$6.39M
WW
229
Westshore Wealth
California
$6.38M
MWM
230
Modera Wealth Management
New Jersey
$6.29M
OGF
231
Orin Green Financial
California
$6.24M
CWM
232
Chesapeake Wealth Management
Virginia
$6.17M
CRC
233
Curi RMB Capital
Illinois
$6.01M
Thrivent Financial for Lutherans
234
Thrivent Financial for Lutherans
Minnesota
$6.01M
CGPCS
235
Capital Group Private Client Services
California
$5.99M
CPIG
236
Chicago Partners Investment Group
Illinois
$5.88M
WB
237
WesBanco Bank
West Virginia
$5.81M
OIA
238
OneDigital Investment Advisors
Kansas
$5.75M
EFS
239
Essex Financial Services
Connecticut
$5.72M
TCWA
240
Turtle Creek Wealth Advisors
Texas
$5.7M
SWM
241
Shelton Wealth Management
Texas
$5.69M
S
242
Sachetta
Massachusetts
$5.68M
SFG
243
Sunburst Financial Group
Alabama
$5.67M
KAM
244
Knightsbridge Asset Management
California
$5.66M
TCM
245
Triumph Capital Management
Colorado
$5.66M
DWT
246
Dorsey & Whitney Trust
South Dakota
$5.65M
BFG
247
Baron Financial Group
New Jersey
$5.65M
Vanguard Group
248
Vanguard Group
Pennsylvania
$5.64M
TTWM
249
TCV Trust & Wealth Management
Virginia
$5.6M
FNBT
250
FineMark National Bank & Trust
Florida
$5.56M