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iShares Russell Mid-Cap ETF

1,430 hedge funds and large institutions have $34.5B invested in iShares Russell Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 133 funds opening new positions, 449 increasing their positions, 468 reducing their positions, and 48 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: 449 | Existing positions reduced: 468

3% less funds holding in top 10

Funds holding in top 10: 6260 (-2)

3.82% less ownership

Funds ownership: 83.14%79.32% (-3.8%)

Holders
1,430
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
EIG
426
Ellenbecker Investment Group
Wisconsin
$2.1M
AP
427
Appleton Partners
Massachusetts
$2.1M
WF
428
Welch & Forbes
Massachusetts
$2.09M
Renaissance Technologies
429
Renaissance Technologies
New York
$2.09M
GWAM
430
Guardian Wealth Advisors (Minnesota)
Minnesota
$2.08M
HWA
431
Heritage Wealth Advisors
Virginia
$2.05M
SCA
432
St. Clair Advisors
Ohio
$2.05M
VWM
433
Venturi Wealth Management
Texas
$2.05M
WAM
434
Weatherly Asset Management
California
$2.04M
LC
435
LCNB Corp
Ohio
$2.04M
MCM
436
Manchester Capital Management
Vermont
$2.03M
CTA
437
Chesley Taft & Associates
Illinois
$2.02M
CC
438
Climber Capital
Switzerland
$2.02M
CA
439
Crumly & Associates
Illinois
$2.01M
LT
440
Legacy Trust
Michigan
$2.01M
OCM
441
One Capital Management
California
$1.98M
PA
442
Parallel Advisors
California
$1.97M
FT
443
Fiduciary Trust
Massachusetts
$1.96M
HF
444
HRT Financial
New York
$1.96M
USCWA
445
U.S. Capital Wealth Advisors
Texas
$1.95M
CWM
446
Cornerstone Wealth Management
Missouri
$1.94M
EARNEST Partners
447
EARNEST Partners
Georgia
$1.93M
MWM
448
Meridian Wealth Management
Kentucky
$1.93M
FMWA
449
Forvis Mazars Wealth Advisors
Missouri
$1.91M
CGA
450
Crescent Grove Advisors
Illinois
$1.88M