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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
Financial Engines Advisors
326
Financial Engines Advisors
California
$3.43M
SI
327
Saxon Interests
Texas
$3.35M
HWM
328
HB Wealth Management
Georgia
$3.33M
JWCA
329
J.W. Cole Advisors
Florida
$3.28M
CC
330
Courier Capital
New York
$3.28M
ECM
331
Elgethun Capital Management
South Dakota
$3.27M
CD
332
Chapin Davis
Maryland
$3.26M
BFC
333
Bedel Financial Consulting
Indiana
$3.24M
TA
334
TFB Advisors
Kansas
$3.24M
CWM
335
Congress Wealth Management
Massachusetts
$3.24M
MG
336
Mather Group
Illinois
$3.22M
AFC
337
AFT Forsyth & Company
Florida
$3.22M
MCWS
338
McKinley Carter Wealth Services
West Virginia
$3.21M
HCMT
339
Highland Capital Management (Tennessee)
Tennessee
$3.2M
FC
340
FCA Corp
Texas
$3.18M
ECM
341
Evergreen Capital Management
Washington
$3.16M
GIA
342
Gladstone Institutional Advisory
Florida
$3.15M
FF
343
Finley Financial
Nevada
$3.13M
NSCM
344
New South Capital Management
Tennessee
$3.1M
BMCM
345
Bryn Mawr Capital Management
Pennsylvania
$3.09M
PFA
346
Pathway Financial Advisors
Vermont
$3.07M
PGFC
347
Peapack-Gladstone Financial Corp
New Jersey
$3.06M
EB
348
Eastern Bank
Massachusetts
$3M
OFG
349
Oxford Financial Group
Indiana
$3M
SC
350
SouthState Corp
Florida
$2.98M