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iShares Russell Mid-Cap ETF

1,430 hedge funds and large institutions have $34.5B invested in iShares Russell Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 133 funds opening new positions, 449 increasing their positions, 468 reducing their positions, and 48 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: 449 | Existing positions reduced: 468

3% less funds holding in top 10

Funds holding in top 10: 6260 (-2)

3.82% less ownership

Funds ownership: 83.14%79.32% (-3.8%)

Holders
1,430
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
IAN
226
Integrated Advisors Network
Texas
$6.48M
CWG
227
Cornerstone Wealth Group
North Carolina
$6.46M
CWP
228
CFM Wealth Partners
Texas
$6.41M
SA
229
Sincerus Advisory
New York
$6.41M
FAM
230
Forte Asset Management
New York
$6.39M
WW
231
Westshore Wealth
California
$6.38M
MWM
232
Modera Wealth Management
New Jersey
$6.29M
OGF
233
Orin Green Financial
California
$6.24M
CWM
234
Chesapeake Wealth Management
Virginia
$6.17M
CRC
235
Curi RMB Capital
Illinois
$6.01M
Thrivent Financial for Lutherans
236
Thrivent Financial for Lutherans
Minnesota
$6.01M
CGPCS
237
Capital Group Private Client Services
California
$5.99M
CPIG
238
Chicago Partners Investment Group
Illinois
$5.88M
WB
239
WesBanco Bank
West Virginia
$5.81M
OIA
240
OneDigital Investment Advisors
Kansas
$5.75M
EFS
241
Essex Financial Services
Connecticut
$5.72M
TCWA
242
Turtle Creek Wealth Advisors
Texas
$5.7M
SWM
243
Shelton Wealth Management
Texas
$5.69M
S
244
Sachetta
Massachusetts
$5.68M
SFG
245
Sunburst Financial Group
Alabama
$5.67M
KAM
246
Knightsbridge Asset Management
California
$5.66M
TCM
247
Triumph Capital Management
Colorado
$5.66M
DWT
248
Dorsey & Whitney Trust
South Dakota
$5.65M
BFG
249
Baron Financial Group
New Jersey
$5.65M
Vanguard Group
250
Vanguard Group
Pennsylvania
$5.64M