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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
JF
376
JSF Financial
California
$2.61M
LKWM
377
Lee-Kelleher Wealth Management
Maryland
$2.61M
KWM
378
Kingsview Wealth Management
Oregon
$2.61M
SMC
379
Smith, Moore & Co
Missouri
$2.59M
HSBC Holdings
380
HSBC Holdings
United Kingdom
$2.58M
MBI
381
May Barnhard Investments
Maryland
$2.58M
FRA
382
Frank Rimerman Advisors
California
$2.57M
DC
383
Davenport & Co
Virginia
$2.57M
NGA
384
Naples Global Advisors
Florida
$2.56M
CWMK
385
Caliber Wealth Management (Kansas)
Kansas
$2.54M
AFA
386
Allium Financial Advisors
Oregon
$2.5M
AFG
387
ABLE Financial Group
Arizona
$2.49M
BCI
388
Brinker Capital Investments
Pennsylvania
$2.48M
CFA
389
Cahill Financial Advisors
Minnesota
$2.48M
HP
390
HT Partners
Connecticut
$2.48M
MAM
391
Marquette Asset Management
Minnesota
$2.48M
NFP
392
Narus Financial Partners
Utah
$2.47M
VA
393
Valmark Advisers
Ohio
$2.47M
CFP
394
Catalyst Financial Partners
Massachusetts
$2.47M
JWA
395
JFS Wealth Advisors
Pennsylvania
$2.44M
DP
396
Denver PWM
Colorado
$2.43M
AI
397
Atria Investments
North Carolina
$2.43M
RCA
398
Resonant Capital Advisors
Wisconsin
$2.43M
TPA
399
Trivium Point Advisory
Connecticut
$2.4M
DI
400
DAGCO Inc
Ohio
$2.4M