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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
TTWM
251
TCV Trust & Wealth Management
Virginia
$5.6M
FNBT
252
FineMark National Bank & Trust
Florida
$5.56M
Principal Financial Group
253
Principal Financial Group
Iowa
$5.55M
NEPWA
254
New England Private Wealth Advisors
Massachusetts
$5.52M
ANC
255
Ames National Corp
Iowa
$5.52M
TFCP
256
Twin Focus Capital Partners
Massachusetts
$5.51M
SVWAG
257
Sound View Wealth Advisors Group
Georgia
$5.5M
Tudor Investment Corp
258
Tudor Investment Corp
Connecticut
$5.41M
CP
259
Canopy Partners
Ohio
$5.39M
EW
260
Evoke Wealth
California
$5.38M
MAA
261
Matrix Asset Advisors
New York
$5.33M
CWM
262
Cahaba Wealth Management
Georgia
$5.29M
LFAS
263
Level Four Advisory Services
Texas
$5.27M
Twin Tree Management
264
Twin Tree Management
Texas
$5.21M
CPSAC
265
Chas P. Smith & Associates (CPS)
Florida
$5.2M
SJIM
266
St. Johns Investment Management
Florida
$5.18M
AIM
267
Acropolis Investment Management
Missouri
$5.16M
CCA
268
Conservest Capital Advisors
Pennsylvania
$5.15M
Citadel Advisors
269
Citadel Advisors
Florida
$5.12M
UCFA
270
United Capital Financial Advisors
Texas
$5.12M
SAM
271
Silvercrest Asset Management
New York
$5.09M
NAM
272
NTV Asset Management
West Virginia
$5.06M
CNBT
273
Canandaigua National Bank & Trust
New York
$5.06M
HW
274
Hancock Whitney
Mississippi
$4.99M
FA
275
FDx Advisors
Illinois
$4.96M