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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,417 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 133 funds opening new positions, 441 increasing their positions, 467 reducing their positions, and 47 closing their positions.

Holders
1,417
Holders Change
+62
Holders Change %
+4.58%
% of All Funds
19.02%
Holding in Top 10
60
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.23%
% of All Funds
0.81%
New
133
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 %
LWANC
426
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.09M 192,586 +190,492 +9,097%
WF
427
Welch & Forbes
Massachusetts
$2.09M 22,727 +110 +0.5%
Renaissance Technologies
428
Renaissance Technologies
New York
$2.09M 22,700 +14,300 +170%
GWAM
429
Guardian Wealth Advisors (Minnesota)
Minnesota
$2.08M 22,601 -4,784 -17%
HWA
430
Heritage Wealth Advisors
Virginia
$2.05M 22,305 – –
SCA
431
St. Clair Advisors
Ohio
$2.05M 22,284 -1,126 -5%
VWM
432
Venturi Wealth Management
Texas
$2.05M 22,280 +1,650 +8%
WAM
433
Weatherly Asset Management
California
$2.04M 22,176 – –
LC
434
LCNB Corp
Ohio
$2.04M 22,169 -332 -1%
MCM
435
Manchester Capital Management
Vermont
$2.03M 22,058 – –
CTA
436
Chesley Taft & Associates
Illinois
$2.02M 21,974 -3,270 -13%
CC
437
Climber Capital
Switzerland
$2.02M 23,192 – –
CA
438
Crumly & Associates
Illinois
$2.01M 21,836 +21,836 New
LT
439
Legacy Trust
Michigan
$2.01M 21,815 +450 +2%
OCM
440
One Capital Management
California
$1.98M 21,519 -10,875 -34%
PA
441
Parallel Advisors
California
$1.97M 21,467 -970 -4%
FT
442
Fiduciary Trust
Massachusetts
$1.96M 21,331 -690 -3%
HF
443
HRT Financial
New York
$1.96M 21,331 +18,566 +671%
USCWA
444
U.S. Capital Wealth Advisors
Texas
$1.95M 21,254 +109 +0.5%
CWM
445
Cornerstone Wealth Management
Missouri
$1.94M 21,109 +3,037 +17%
EARNEST Partners
446
EARNEST Partners
Georgia
$1.93M 21,027 -15,224 -42%
MWM
447
Meridian Wealth Management
Kentucky
$1.93M 20,962 +112 +0.5%
FMWA
448
Forvis Mazars Wealth Advisors
Missouri
$1.91M 20,720 -80 -0.4%
CGA
449
Crescent Grove Advisors
Illinois
$1.88M 20,451 +995 +5%
HS
450
Horan Securities
United States
$1.88M 20,446 +12 +0.1%
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