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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
LWANC
426
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.09M
WF
427
Welch & Forbes
Massachusetts
$2.09M
Renaissance Technologies
428
Renaissance Technologies
New York
$2.09M
GWAM
429
Guardian Wealth Advisors (Minnesota)
Minnesota
$2.08M
HWA
430
Heritage Wealth Advisors
Virginia
$2.05M
SCA
431
St. Clair Advisors
Ohio
$2.05M
VWM
432
Venturi Wealth Management
Texas
$2.05M
WAM
433
Weatherly Asset Management
California
$2.04M
LC
434
LCNB Corp
Ohio
$2.04M
MCM
435
Manchester Capital Management
Vermont
$2.03M
CTA
436
Chesley Taft & Associates
Illinois
$2.02M
CC
437
Climber Capital
Switzerland
$2.02M
CA
438
Crumly & Associates
Illinois
$2.01M
LT
439
Legacy Trust
Michigan
$2.01M
OCM
440
One Capital Management
California
$1.98M
PA
441
Parallel Advisors
California
$1.97M
FT
442
Fiduciary Trust
Massachusetts
$1.96M
HF
443
HRT Financial
New York
$1.96M
USCWA
444
U.S. Capital Wealth Advisors
Texas
$1.95M
CWM
445
Cornerstone Wealth Management
Missouri
$1.94M
EARNEST Partners
446
EARNEST Partners
Georgia
$1.93M
MWM
447
Meridian Wealth Management
Kentucky
$1.93M
FMWA
448
Forvis Mazars Wealth Advisors
Missouri
$1.91M
CGA
449
Crescent Grove Advisors
Illinois
$1.88M
HS
450
Horan Securities
United States
$1.88M