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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,416 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 132 funds opening new positions, 441 increasing their positions, 467 reducing their positions, and 47 closing their positions.

Holders
1,416
Holders Change
+61
Holders Change %
+4.5%
% 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
132
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 %
KeyBank National Association
26
KeyBank National Association
Ohio
$151M 1,643,054 -55,020 -3%
Natixis Advisors
27
Natixis Advisors
Massachusetts
$150M 1,630,714 -242,238 -13%
CB
28
Commerce Bank
Missouri
$141M 1,530,740 +7,368 +0.5%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$124M 1,353,515 +24,718 +2%
GT
30
Glenview Trust
Kentucky
$118M 1,285,599 +33,376 +3%
FWTB
31
First Western Trust Bank
Colorado
$106M 1,153,332 -22,456 -2%
OC
32
Oakworth Capital
Alabama
$105M 1,143,667 +23,148 +2%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$105M 1,136,486 +1,764 +0.2%
SF
34
Synovus Financial
Georgia
$102M 1,104,995 -6,784 -0.6%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$98.7M 1,073,681 +21,194 +2%
AAS
36
Avantax Advisory Services
Texas
$97M 1,054,593 +37,744 +4%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$95.9M 1,042,814 -15,230 -1%
MMA
38
Miracle Mile Advisors
California
$94M 1,021,889 +94,193 +10%
FMI
39
Factory Mutual Insurance
Massachusetts
$90M 978,700 – –
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$88.6M 963,696 -140,802 -13%
GAB
41
German American Bancorp
Indiana
$86.4M 938,960 -3,013 -0.3%
Creative Planning
42
Creative Planning
Kansas
$85.6M 930,420 +245,879 +36%
WT
43
Washington Trust
Rhode Island
$85.3M 928,015 -10,514 -1%
Lido Advisors
44
Lido Advisors
California
$85.1M 925,751 -20,745 -2%
JFG
45
JMG Financial Group
Illinois
$83.5M 908,254 +24,376 +3%
UB
46
UMB Bank
Missouri
$81.1M 882,080 +65,148 +8%
AFG
47
Albion Financial Group
Utah
$80.2M 871,659 -4,458 -0.5%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$77.6M 828,507 -8,590 -1%
Cerity Partners
49
Cerity Partners
New York
$76.3M 829,814 +51,741 +7%
AUB
50
Atlantic Union Bankshares
Virginia
$74.1M 805,274 +50,159 +7%
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