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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
HWA
401
Hilltop Wealth Advisors
North Carolina
$2.38M
LGWM
402
Litman Gregory Wealth Management
California
$2.36M
EK
403
Evensky & Katz
Florida
$2.36M
GBT
404
Grove Bank & Trust
Florida
$2.35M
GIM
405
Goelzer Investment Management
Indiana
$2.35M
ITIM
406
Indiana Trust & Investment Management
Indiana
$2.34M
MC
407
Middleton & Co
Massachusetts
$2.34M
BB
408
Busey Bank
Illinois
$2.31M
AWM
409
Apollon Wealth Management
South Carolina
$2.31M
WTFG
410
Wells Trecaso Financial Group
Ohio
$2.3M
RIS
411
Retirement Income Solutions
Michigan
$2.25M
PA
412
Pinnacle Associates
New York
$2.25M
NFG
413
Nations Financial Group
Iowa
$2.24M
1WM
414
1900 Wealth Management
Texas
$2.21M
AIMC
415
Alley Investment Management Company
Illinois
$2.2M
AAS
416
Asset Allocation Strategies
Michigan
$2.2M
BIS
417
BG Investment Services
Guam
$2.2M
WAP
418
Wealthcare Advisory Partners
Pennsylvania
$2.18M
OLA
419
Oliver Luxxe Assets
New Jersey
$2.17M
EFA
420
Evernest Financial Advisors
Indiana
$2.16M
MFP
421
Meridian Financial Partners
Virginia
$2.16M
FMTC
422
Farmers & Merchants Trust Company
California
$2.14M
VVP
423
Venture Visionary Partners
Ohio
$2.14M
EIG
424
Ellenbecker Investment Group
Wisconsin
$2.1M
AP
425
Appleton Partners
Massachusetts
$2.1M