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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 %
EK
401
Evensky & Katz
Florida
$2.36M 25,616 -12 -0%
GBT
402
Grove Bank & Trust
Florida
$2.35M 25,600 – –
GIM
403
Goelzer Investment Management
Indiana
$2.35M 25,577 – –
ITIM
404
Indiana Trust & Investment Management
Indiana
$2.34M 25,425 – –
MC
405
Middleton & Co
Massachusetts
$2.34M 25,406 -1,892 -7%
BB
406
Busey Bank
Illinois
$2.31M 25,162 -136 -0.5%
AWM
407
Apollon Wealth Management
South Carolina
$2.31M 25,087 +7 +0%
WTFG
408
Wells Trecaso Financial Group
Ohio
$2.3M 25,023 +2,687 +12%
RIS
409
Retirement Income Solutions
Michigan
$2.25M 24,481 -695 -3%
PA
410
Pinnacle Associates
New York
$2.25M 24,431 -100 -0.4%
NFG
411
Nations Financial Group
Iowa
$2.24M 24,383 +809 +3%
1WM
412
1900 Wealth Management
Texas
$2.21M 23,977 +294 +1%
AIMC
413
Alley Investment Management Company
Illinois
$2.2M 23,951 – –
AAS
414
Asset Allocation Strategies
Michigan
$2.2M 23,949 -9,299 -28%
BIS
415
BG Investment Services
Guam
$2.2M 23,636 -12,413 -34%
WAP
416
Wealthcare Advisory Partners
Pennsylvania
$2.18M 23,650 +426 +2%
OLA
417
Oliver Luxxe Assets
New Jersey
$2.17M 23,645 -813 -3%
EFA
418
Evernest Financial Advisors
Indiana
$2.16M 23,507 +7,595 +48%
MFP
419
Meridian Financial Partners
Virginia
$2.16M 23,482 – –
FMTC
420
Farmers & Merchants Trust Company
California
$2.14M 23,308 +1,274 +6%
VVP
421
Venture Visionary Partners
Ohio
$2.14M 23,229 +477 +2%
EIG
422
Ellenbecker Investment Group
Wisconsin
$2.1M 22,851 -884 -4%
AP
423
Appleton Partners
Massachusetts
$2.1M 22,782 -260 -1%
LWANC
424
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.09M 192,586 +190,492 +9,097%
WF
425
Welch & Forbes
Massachusetts
$2.09M 22,727 +110 +0.5%
15 16
17
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