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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
BRWA
351
B. Riley Wealth Advisors
Florida
$2.92M
SFS
352
Summit Financial Strategies
Ohio
$2.89M
WIA
353
World Investment Advisors
California
$2.87M
BIG
354
Builder Investment Group
Georgia
$2.87M
FWP
355
FAS Wealth Partners
Kansas
$2.87M
AIM
356
Allen Investment Management
New York
$2.85M
ACA
357
Anchor Capital Advisors
Massachusetts
$2.83M
SPC
358
Sigma Planning Corp
Michigan
$2.79M
PTC
359
Private Trust Company
Ohio
$2.79M
MI
360
Motiv8 Investments
Florida
$2.78M
KF
361
KKM Financial
Illinois
$2.77M
CQWA
362
Chokshi & Queen Wealth Advisors
California
$2.76M
LNWTC
363
Laird Norton Wetherby Trust Company
Washington
$2.75M
CAM
364
Cozad Asset Management
Illinois
$2.74M
GHAM
365
Gilman Hill Asset Management
Connecticut
$2.73M
ASN
366
Advisory Services Network
Georgia
$2.73M
HIP
367
HUB Investment Partners
Texas
$2.71M
FUBT
368
First United Bank & Trust
Maryland
$2.7M
SFS
369
Sowell Financial Services
Arkansas
$2.69M
MFG
370
Merit Financial Group
Georgia
$2.68M
AWP
371
Axis Wealth Partners
Rhode Island
$2.64M
DA
372
Dover Advisors
Virginia
$2.62M
PPW
373
Pasadena Private Wealth
California
$2.62M
JF
374
JSF Financial
California
$2.61M
LKWM
375
Lee-Kelleher Wealth Management
Maryland
$2.61M