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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 %
BP
301
Ballentine Partners
Massachusetts
$3.87M 42,102 -3,435 -8%
LL
302
LPWM LLC
Minnesota
$3.85M 41,863 -218 -0.5%
IWM
303
IHT Wealth Management
Illinois
$3.76M 40,852 -828 -2%
QCG
304
Quadrant Capital Group
Ohio
$3.74M 40,676 +2,945 +8%
SCM
305
SCS Capital Management
Massachusetts
$3.72M 40,469 -104 -0.3%
FA
306
Flagstar Advisors
New York
$3.68M 39,986 -2,571 -6%
BKA
307
Brick & Kyle Associates
Pennsylvania
$3.67M 38,873 +41 +0.1%
NS
308
NBC Securities
Alabama
$3.66M 39,849 -745 -2%
AMG
309
Asset Management Group
Connecticut
$3.61M 39,246 -947 -2%
OC
310
Oppenheimer & Co
New York
$3.61M 39,238 +17,638 +82%
EWA
311
EP Wealth Advisors
California
$3.56M 38,756 +554 +1%
GWM
312
Geneos Wealth Management
Colorado
$3.56M 38,686 -26,902 -41%
NL
313
NVWM LLC
Pennsylvania
$3.52M 38,319 -4,632 -11%
NP
314
NorthRock Partners
Minnesota
$3.51M 38,211 +8,316 +28%
AWS
315
Atria Wealth Solutions
New York
$3.51M 38,205 -25,260 -40%
CST
316
Charles Schwab Trust
Nevada
$3.51M 38,121 +578 +2%
SWM
317
Spire Wealth Management
Virginia
$3.49M 37,985 -77 -0.2%
GRP
318
Global Retirement Partners
California
$3.47M 37,688 +37,688 New
PFM
319
Phillips Financial Management
Indiana
$3.45M 37,514 +1,000 +3%
DWM
320
Daner Wealth Management
Georgia
$3.45M 36,662 +36,662 New
DL
321
DOHJ LLC
Washington
$3.44M 42,096 +39,380 +1,450%
Financial Engines Advisors
322
Financial Engines Advisors
California
$3.43M 37,327 -2,266 -6%
SI
323
Saxon Interests
Texas
$3.35M 39,374 – –
HWM
324
HB Wealth Management
Georgia
$3.33M 36,175 -7,520 -17%
JWCA
325
J.W. Cole Advisors
Florida
$3.28M 35,655 +5,907 +20%
11 12
13
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