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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 %
ANC
251
Ames National Corp
Iowa
$5.52M 59,972 -1,571 -3%
TFCP
252
Twin Focus Capital Partners
Massachusetts
$5.51M 59,916 -637 -1%
SVWAG
253
Sound View Wealth Advisors Group
Georgia
$5.5M 59,761 -2,562 -4%
Tudor Investment Corp
254
Tudor Investment Corp
Connecticut
$5.41M 58,832 +58,832 New
CP
255
Canopy Partners
Ohio
$5.39M 58,600 -3,153 -5%
EW
256
Evoke Wealth
California
$5.38M 58,531 -21,951 -27%
MAA
257
Matrix Asset Advisors
New York
$5.33M 57,927 +545 +0.9%
CWM
258
Cahaba Wealth Management
Georgia
$5.29M 57,572 +112 +0.2%
LFAS
259
Level Four Advisory Services
Texas
$5.27M 57,355 +23 +0%
Twin Tree Management
260
Twin Tree Management
Texas
$5.21M 56,615 +36,795 +186%
CPSAC
261
Chas P. Smith & Associates (CPS)
Florida
$5.2M 56,563 +7,550 +15%
SJIM
262
St. Johns Investment Management
Florida
$5.18M 56,275 +1,589 +3%
AIM
263
Acropolis Investment Management
Missouri
$5.16M 56,152 -1,444 -3%
CCA
264
Conservest Capital Advisors
Pennsylvania
$5.15M 56,013 -369 -0.7%
Citadel Advisors
265
Citadel Advisors
Florida
$5.12M 55,685 +42,727 +330%
UCFA
266
United Capital Financial Advisors
Texas
$5.12M 55,650 -1,828 -3%
SAM
267
Silvercrest Asset Management
New York
$5.09M 55,295 -151 -0.3%
NAM
268
NTV Asset Management
West Virginia
$5.06M 55,063 -865 -2%
CNBT
269
Canandaigua National Bank & Trust
New York
$5.06M 55,030 -566 -1%
HW
270
Hancock Whitney
Mississippi
$4.99M 54,207 +54,207 New
FA
271
FDx Advisors
Illinois
$4.96M 53,896 -438 -0.8%
JFGIW
272
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.89M 53,134 +2,674 +5%
TCOT
273
Trust Company of Toledo
Ohio
$4.79M 52,067 – –
CPSC
274
Carl P. Sherr & Co
Massachusetts
$4.76M 51,746 +1,524 +3%
CFB
275
Cullen/Frost Bankers
Texas
$4.66M 50,690 +1,759 +4%
9 10
11
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