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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
HS
451
Horan Securities
United States
$1.88M
RBC
452
Roble Belko & Company
Pennsylvania
$1.88M
NF
453
Nvest Financial
New Hampshire
$1.87M
BWM
454
BankPlus Wealth Management
Mississippi
$1.87M
AA
455
Ancora Advisors
Ohio
$1.86M
WPC
456
Waters Parkerson & Co
Louisiana
$1.86M
SB
457
Simmons Bank
Arkansas
$1.85M
WPC
458
White Pine Capital
Minnesota
$1.83M
SWA
459
Stratos Wealth Advisors
Ohio
$1.82M
BTW
460
Boston Trust Walden
Massachusetts
$1.81M
ZF
461
Zhang Financial
Michigan
$1.79M
Russell Investments Group
462
Russell Investments Group
United Kingdom
$1.79M
Lazard Asset Management
463
Lazard Asset Management
New York
$1.79M
FFA
464
Farther Finance Advisors
California
$1.78M
JPG
465
Jordan Park Group
California
$1.78M
CM
466
Columbus Macro
Pennsylvania
$1.78M
PBO
467
Peoples Bank (Ohio)
Ohio
$1.77M
AF
468
Allworth Financial
California
$1.75M
CSP
469
Cary Street Partners
Virginia
$1.74M
QCM
470
Quantinno Capital Management
New York
$1.73M
PMG
471
Private Management Group
California
$1.73M
FW
472
Fairway Wealth
Ohio
$1.73M
SWP
473
Sagespring Wealth Partners
Tennessee
$1.73M
BAM
474
Belpointe Asset Management
Nevada
$1.72M
LB
475
Legacy Bridge
Iowa
$1.72M