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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 %
CC
326
Courier Capital
New York
$3.28M 35,651 +459 +1%
ECM
327
Elgethun Capital Management
South Dakota
$3.27M 35,515 – –
CD
328
Chapin Davis
Maryland
$3.26M 35,418 -385 -1%
BFC
329
Bedel Financial Consulting
Indiana
$3.24M 35,209 +575 +2%
TA
330
TFB Advisors
Kansas
$3.24M 35,208 +435 +1%
CWM
331
Congress Wealth Management
Massachusetts
$3.24M 35,178 +1,935 +6%
MG
332
Mather Group
Illinois
$3.22M 35,033 +42 +0.1%
AFC
333
AFT Forsyth & Company
Florida
$3.22M 35,001 +5 +0%
MCWS
334
McKinley Carter Wealth Services
West Virginia
$3.21M 34,857 +7,236 +26%
HCMT
335
Highland Capital Management (Tennessee)
Tennessee
$3.2M 34,828 -263 -0.7%
FC
336
FCA Corp
Texas
$3.18M 34,597 +1,135 +3%
ECM
337
Evergreen Capital Management
Washington
$3.16M 34,381 +1,500 +5%
GIA
338
Gladstone Institutional Advisory
Florida
$3.15M 34,259 +1,309 +4%
FF
339
Finley Financial
Nevada
$3.13M 33,985 -500 -1%
NSCM
340
New South Capital Management
Tennessee
$3.1M 33,730 +24,200 +254%
BMCM
341
Bryn Mawr Capital Management
Pennsylvania
$3.09M 33,610 +14,529 +76%
PFA
342
Pathway Financial Advisors
Vermont
$3.07M 33,355 +3,686 +12%
PGFC
343
Peapack-Gladstone Financial Corp
New Jersey
$3.07M 33,322 -413 -1%
EB
344
Eastern Bank
Massachusetts
$3M 32,599 +12,735 +64%
OFG
345
Oxford Financial Group
Indiana
$3M 32,569 – –
SC
346
SouthState Corp
Florida
$2.98M 32,427 +287 +0.9%
EWM
347
Evercore Wealth Management
New York
$2.96M 32,195 -2 -0%
LLWM
348
Life Line Wealth Management
California
$2.94M 31,980 -4,545 -12%
BRWA
349
B. Riley Wealth Advisors
Florida
$2.92M 31,766 +31,766 New
SFS
350
Summit Financial Strategies
Ohio
$2.89M 31,427 +3,043 +11%
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