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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
19.01%
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 %
WIA
351
World Investment Advisors
California
$2.87M 31,183 +10,713 +52%
BIG
352
Builder Investment Group
Georgia
$2.87M 31,165 -10 -0%
FWP
353
FAS Wealth Partners
Kansas
$2.87M 31,158 +754 +2%
AIM
354
Allen Investment Management
New York
$2.85M 31,000 – –
ACA
355
Anchor Capital Advisors
Massachusetts
$2.83M 30,806 -4,395 -12%
SPC
356
Sigma Planning Corp
Michigan
$2.79M 30,382 +3,690 +14%
PTC
357
Private Trust Company
Ohio
$2.79M 30,354 -422 -1%
MI
358
Motiv8 Investments
Florida
$2.78M 30,188 -865 -3%
KF
359
KKM Financial
Illinois
$2.77M 29,599 -670 -2%
CQWA
360
Chokshi & Queen Wealth Advisors
California
$2.76M 29,977 -466 -2%
LNWTC
361
Laird Norton Wetherby Trust Company
Washington
$2.75M 29,850 – –
CAM
362
Cozad Asset Management
Illinois
$2.74M 29,765 +44 +0.1%
GHAM
363
Gilman Hill Asset Management
Connecticut
$2.73M 29,709 -1,700 -5%
ASN
364
Advisory Services Network
Georgia
$2.73M 29,125 +443 +2%
HIP
365
HUB Investment Partners
Texas
$2.71M 29,501 -307 -1%
FUBT
366
First United Bank & Trust
Maryland
$2.7M 29,369 -1,235 -4%
SFS
367
Sowell Financial Services
Arkansas
$2.69M 29,285 -910 -3%
MFG
368
Merit Financial Group
Georgia
$2.68M 29,163 -9,431 -24%
AWP
369
Axis Wealth Partners
Rhode Island
$2.64M 28,702 +1,009 +4%
DA
370
Dover Advisors
Virginia
$2.62M 28,534 +473 +2%
PPW
371
Pasadena Private Wealth
California
$2.62M 28,500 – –
JF
372
JSF Financial
California
$2.61M 28,404 +84 +0.3%
LKWM
373
Lee-Kelleher Wealth Management
Maryland
$2.61M 28,369 – –
KWM
374
Kingsview Wealth Management
Oregon
$2.61M 28,369 -802 -3%
SMC
375
Smith, Moore & Co
Missouri
$2.59M 28,124 -230 -0.8%
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