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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
HWM
326
HB Wealth Management
Georgia
$3.33M
JWCA
327
J.W. Cole Advisors
Florida
$3.28M
CC
328
Courier Capital
New York
$3.28M
ECM
329
Elgethun Capital Management
South Dakota
$3.27M
CD
330
Chapin Davis
Maryland
$3.26M
BFC
331
Bedel Financial Consulting
Indiana
$3.24M
TA
332
TFB Advisors
Kansas
$3.24M
CWM
333
Congress Wealth Management
Massachusetts
$3.24M
MG
334
Mather Group
Illinois
$3.22M
AFC
335
AFT Forsyth & Company
Florida
$3.22M
MCWS
336
McKinley Carter Wealth Services
West Virginia
$3.21M
HCMT
337
Highland Capital Management (Tennessee)
Tennessee
$3.2M
FC
338
FCA Corp
Texas
$3.18M
ECM
339
Evergreen Capital Management
Washington
$3.16M
GIA
340
Gladstone Institutional Advisory
Florida
$3.15M
FF
341
Finley Financial
Nevada
$3.13M
NSCM
342
New South Capital Management
Tennessee
$3.1M
BMCM
343
Bryn Mawr Capital Management
Pennsylvania
$3.09M
PFA
344
Pathway Financial Advisors
Vermont
$3.07M
PGFC
345
Peapack-Gladstone Financial Corp
New Jersey
$3.06M
EB
346
Eastern Bank
Massachusetts
$3M
OFG
347
Oxford Financial Group
Indiana
$3M
SC
348
SouthState Corp
Florida
$2.98M
EWM
349
Evercore Wealth Management
New York
$2.96M
LLWM
350
Life Line Wealth Management
California
$2.94M