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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 %
BWM
451
BankPlus Wealth Management
Mississippi
$1.87M 20,299 -66 -0.3%
AA
452
Ancora Advisors
Ohio
$1.86M 20,231 -610 -3%
WPC
453
Waters Parkerson & Co
Louisiana
$1.86M 20,191 – –
SB
454
Simmons Bank
Arkansas
$1.85M 20,161 +1,438 +8%
WPC
455
White Pine Capital
Minnesota
$1.83M 19,914 – –
SWA
456
Stratos Wealth Advisors
Ohio
$1.82M 19,801 +495 +3%
BTW
457
Boston Trust Walden
Massachusetts
$1.81M 19,725 – –
ZF
458
Zhang Financial
Michigan
$1.79M 19,517 -104 -0.5%
Russell Investments Group
459
Russell Investments Group
United Kingdom
$1.79M 19,483 +7,224 +59%
Lazard Asset Management
460
Lazard Asset Management
New York
$1.79M 19,466 – –
FFA
461
Farther Finance Advisors
California
$1.78M 19,407 +4,476 +30%
JPG
462
Jordan Park Group
California
$1.78M 19,353 -414 -2%
CM
463
Columbus Macro
Pennsylvania
$1.78M 19,311 -849 -4%
PBO
464
Peoples Bank (Ohio)
Ohio
$1.77M 19,195 -3,189 -14%
AF
465
Allworth Financial
California
$1.75M 19,081 +781 +4%
CSP
466
Cary Street Partners
Virginia
$1.74M 18,870 +3,658 +24%
QCM
467
Quantinno Capital Management
New York
$1.73M 18,830 +6,371 +51%
PMG
468
Private Management Group
California
$1.73M 18,805 +10 +0.1%
FW
469
Fairway Wealth
Ohio
$1.73M 18,786 +1,789 +11%
SWP
470
Sagespring Wealth Partners
Tennessee
$1.73M 18,779 +3,676 +24%
BAM
471
Belpointe Asset Management
Nevada
$1.72M 18,717 -2,881 -13%
LB
472
Legacy Bridge
Iowa
$1.72M 18,694 +255 +1%
TWC
473
TD Waterhouse Canada
Ontario, Canada
$1.71M 18,488 +1,890 +11%
MPWT
474
MassMutual Private Wealth & Trust
Connecticut
$1.71M 18,541 +9,514 +105%
CIA
475
Choate Investment Advisors
Massachusetts
$1.7M 18,494 -900 -5%
17 18
19
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