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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 %
HSBC Holdings
376
HSBC Holdings
United Kingdom
$2.58M 28,049 -2,854 -9%
MBI
377
May Barnhard Investments
Maryland
$2.58M 28,043 – –
FRA
378
Frank Rimerman Advisors
California
$2.57M 27,992 +33 +0.1%
DC
379
Davenport & Co
Virginia
$2.57M 27,991 +5,246 +23%
NGA
380
Naples Global Advisors
Florida
$2.56M 27,835 +1,455 +6%
CWMK
381
Caliber Wealth Management (Kansas)
Kansas
$2.54M 27,592 -3,845 -12%
AFA
382
Allium Financial Advisors
Oregon
$2.5M 27,203 -477 -2%
AFG
383
ABLE Financial Group
Arizona
$2.49M 27,089 -8,243 -23%
BCI
384
Brinker Capital Investments
Pennsylvania
$2.48M 26,999 +15,816 +141%
CFA
385
Cahill Financial Advisors
Minnesota
$2.48M 26,998 +101 +0.4%
HP
386
HT Partners
Connecticut
$2.48M 26,956 – –
MAM
387
Marquette Asset Management
Minnesota
$2.48M 26,939 -580 -2%
NFP
388
Narus Financial Partners
Utah
$2.47M 26,887 -4,815 -15%
VA
389
Valmark Advisers
Ohio
$2.47M 26,878 +573 +2%
CFP
390
Catalyst Financial Partners
Massachusetts
$2.47M 26,842 -7,336 -21%
JWA
391
JFS Wealth Advisors
Pennsylvania
$2.44M 26,525 +5,834 +28%
DP
392
Denver PWM
Colorado
$2.43M 26,450 -815 -3%
AI
393
Atria Investments
North Carolina
$2.43M 26,399 +2,856 +12%
RCA
394
Resonant Capital Advisors
Wisconsin
$2.43M 26,391 +368 +1%
TPA
395
Trivium Point Advisory
Connecticut
$2.4M 26,129 +26,129 New
DI
396
DAGCO Inc
Ohio
$2.4M 26,114 -482 -2%
GI
397
GAMMA Investing
California
$2.39M 26,011 +75 +0.3%
SWA
398
SOA Wealth Advisors
New York
$2.39M 25,986 -2,313 -8%
HWA
399
Hilltop Wealth Advisors
North Carolina
$2.38M 25,913 +3,804 +17%
LGWM
400
Litman Gregory Wealth Management
California
$2.36M 25,653 +177 +0.7%
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