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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
FPCP
301
Fort Point Capital Partners
California
$3.95M
EW
302
Elyxium Wealth
California
$3.94M
DTC
303
Davidson Trust Company
Washington
$3.9M
IWC
304
Integrated Wealth Concepts
Massachusetts
$3.88M
BP
305
Ballentine Partners
Massachusetts
$3.87M
LL
306
LPWM LLC
Minnesota
$3.85M
IWM
307
IHT Wealth Management
Illinois
$3.76M
QCG
308
Quadrant Capital Group
Ohio
$3.74M
SCM
309
SCS Capital Management
Massachusetts
$3.72M
FA
310
Flagstar Advisors
New York
$3.68M
BKA
311
Brick & Kyle Associates
Pennsylvania
$3.67M
NS
312
NBC Securities
Alabama
$3.66M
AMG
313
Asset Management Group
Connecticut
$3.61M
OC
314
Oppenheimer & Co
New York
$3.61M
EWA
315
EP Wealth Advisors
California
$3.56M
GWM
316
Geneos Wealth Management
Colorado
$3.56M
NL
317
NVWM LLC
Pennsylvania
$3.52M
NP
318
NorthRock Partners
Minnesota
$3.51M
AWS
319
Atria Wealth Solutions
New York
$3.51M
CST
320
Charles Schwab Trust
Nevada
$3.51M
SWM
321
Spire Wealth Management
Virginia
$3.49M
GRP
322
Global Retirement Partners
California
$3.47M
PFM
323
Phillips Financial Management
Indiana
$3.45M
DWM
324
Daner Wealth Management
Georgia
$3.45M
DL
325
DOHJ LLC
Washington
$3.44M