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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
DTC
301
Davidson Trust Company
Washington
$3.9M
IWC
302
Integrated Wealth Concepts
Massachusetts
$3.88M
BP
303
Ballentine Partners
Massachusetts
$3.87M
LL
304
LPWM LLC
Minnesota
$3.85M
IWM
305
IHT Wealth Management
Illinois
$3.76M
QCG
306
Quadrant Capital Group
Ohio
$3.74M
SCM
307
SCS Capital Management
Massachusetts
$3.72M
FA
308
Flagstar Advisors
New York
$3.68M
BKA
309
Brick & Kyle Associates
Pennsylvania
$3.67M
NS
310
NBC Securities
Alabama
$3.66M
AMG
311
Asset Management Group
Connecticut
$3.61M
OC
312
Oppenheimer & Co
New York
$3.61M
EWA
313
EP Wealth Advisors
California
$3.56M
GWM
314
Geneos Wealth Management
Colorado
$3.56M
NL
315
NVWM LLC
Pennsylvania
$3.52M
NP
316
NorthRock Partners
Minnesota
$3.51M
AWS
317
Atria Wealth Solutions
New York
$3.51M
CST
318
Charles Schwab Trust
Nevada
$3.51M
SWM
319
Spire Wealth Management
Virginia
$3.49M
GRP
320
Global Retirement Partners
California
$3.47M
PFM
321
Phillips Financial Management
Indiana
$3.45M
DWM
322
Daner Wealth Management
Georgia
$3.45M
DL
323
DOHJ LLC
Washington
$3.44M
Financial Engines Advisors
324
Financial Engines Advisors
California
$3.43M
SI
325
Saxon Interests
Texas
$3.35M