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iShares Russell Mid-Cap ETF

1,424 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
1,424
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
KWM
376
Kingsview Wealth Management
Oregon
$2.61M
SMC
377
Smith, Moore & Co
Missouri
$2.59M
HSBC Holdings
378
HSBC Holdings
United Kingdom
$2.58M
MBI
379
May Barnhard Investments
Maryland
$2.58M
FRA
380
Frank Rimerman Advisors
California
$2.57M
DC
381
Davenport & Co
Virginia
$2.57M
NGA
382
Naples Global Advisors
Florida
$2.56M
CWMK
383
Caliber Wealth Management (Kansas)
Kansas
$2.54M
AFA
384
Allium Financial Advisors
Oregon
$2.5M
AFG
385
ABLE Financial Group
Arizona
$2.49M
BCI
386
Brinker Capital Investments
Pennsylvania
$2.48M
CFA
387
Cahill Financial Advisors
Minnesota
$2.48M
HP
388
HT Partners
Connecticut
$2.48M
MAM
389
Marquette Asset Management
Minnesota
$2.48M
NFP
390
Narus Financial Partners
Utah
$2.47M
VA
391
Valmark Advisers
Ohio
$2.47M
CFP
392
Catalyst Financial Partners
Massachusetts
$2.47M
JWA
393
JFS Wealth Advisors
Pennsylvania
$2.44M
DP
394
Denver PWM
Colorado
$2.43M
AI
395
Atria Investments
North Carolina
$2.43M
RCA
396
Resonant Capital Advisors
Wisconsin
$2.43M
TPA
397
Trivium Point Advisory
Connecticut
$2.4M
DI
398
DAGCO Inc
Ohio
$2.4M
GI
399
GAMMA Investing
California
$2.39M
SWA
400
SOA Wealth Advisors
New York
$2.39M