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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
RBC
451
Roble Belko & Company
Pennsylvania
$1.88M
NF
452
Nvest Financial
New Hampshire
$1.87M
BWM
453
BankPlus Wealth Management
Mississippi
$1.87M
AA
454
Ancora Advisors
Ohio
$1.86M
WPC
455
Waters Parkerson & Co
Louisiana
$1.86M
SB
456
Simmons Bank
Arkansas
$1.85M
WPC
457
White Pine Capital
Minnesota
$1.83M
SWA
458
Stratos Wealth Advisors
Ohio
$1.82M
BTW
459
Boston Trust Walden
Massachusetts
$1.81M
ZF
460
Zhang Financial
Michigan
$1.79M
Russell Investments Group
461
Russell Investments Group
United Kingdom
$1.79M
Lazard Asset Management
462
Lazard Asset Management
New York
$1.79M
FFA
463
Farther Finance Advisors
California
$1.78M
JPG
464
Jordan Park Group
California
$1.78M
CM
465
Columbus Macro
Pennsylvania
$1.78M
PBO
466
Peoples Bank (Ohio)
Ohio
$1.77M
AF
467
Allworth Financial
California
$1.75M
CSP
468
Cary Street Partners
Virginia
$1.74M
QCM
469
Quantinno Capital Management
New York
$1.73M
PMG
470
Private Management Group
California
$1.73M
FW
471
Fairway Wealth
Ohio
$1.73M
SWP
472
Sagespring Wealth Partners
Tennessee
$1.73M
BAM
473
Belpointe Asset Management
Nevada
$1.72M
LB
474
Legacy Bridge
Iowa
$1.72M
TWC
475
TD Waterhouse Canada
Ontario, Canada
$1.71M