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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
EWM
351
Evercore Wealth Management
New York
$2.96M
LLWM
352
Life Line Wealth Management
California
$2.94M
BRWA
353
B. Riley Wealth Advisors
Florida
$2.92M
SFS
354
Summit Financial Strategies
Ohio
$2.89M
WIA
355
World Investment Advisors
California
$2.87M
BIG
356
Builder Investment Group
Georgia
$2.87M
FWP
357
FAS Wealth Partners
Kansas
$2.87M
AIM
358
Allen Investment Management
New York
$2.85M
ACA
359
Anchor Capital Advisors
Massachusetts
$2.83M
SPC
360
Sigma Planning Corp
Michigan
$2.79M
PTC
361
Private Trust Company
Ohio
$2.79M
MI
362
Motiv8 Investments
Florida
$2.78M
KF
363
KKM Financial
Illinois
$2.77M
CQWA
364
Chokshi & Queen Wealth Advisors
California
$2.76M
LNWTC
365
Laird Norton Wetherby Trust Company
Washington
$2.75M
CAM
366
Cozad Asset Management
Illinois
$2.74M
GHAM
367
Gilman Hill Asset Management
Connecticut
$2.73M
ASN
368
Advisory Services Network
Georgia
$2.73M
HIP
369
HUB Investment Partners
Texas
$2.71M
FUBT
370
First United Bank & Trust
Maryland
$2.7M
SFS
371
Sowell Financial Services
Arkansas
$2.69M
MFG
372
Merit Financial Group
Georgia
$2.68M
AWP
373
Axis Wealth Partners
Rhode Island
$2.64M
DA
374
Dover Advisors
Virginia
$2.62M
PPW
375
Pasadena Private Wealth
California
$2.62M