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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,419 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, 443 increasing their positions, 467 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,419
Holders Change
+64
Holders Change %
+4.72%
% of All Funds
19.05%
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
443
Reduced
467
Closed
47
Calls
$14.5M
Puts
$2.04M
Net Calls
+$12.5M
Net Calls Change
+$15.7M

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 Holding Trade Value Shares
Change 		Shares
Change %
MPWT
476
MassMutual Private Wealth & Trust
Connecticut
$1.71M +$875K +9,514 +105%
CIA
477
Choate Investment Advisors
Massachusetts
$1.7M -$82.8K -900 -5%
FC
478
Fulcrum Capital
Washington
$1.7M -$259K -2,812 -13%
PI
479
PFG Investments
New York
$1.7M +$160K +1,739 +10%
VWM
480
Vigilare Wealth Management
Arizona
$1.69M +$1.69M +18,396 New
ZBNA
481
Zions Bancorporation, National Association
Utah
$1.69M – – –
FWM
482
FMB Wealth Management
California
$1.68M – – –
IRC
483
Investors Research Corp
Georgia
$1.67M – – –
Wealthfront Advisers
484
Wealthfront Advisers
California
$1.67M -$362K -3,933 -18%
MFG
485
MidWestOne Financial Group
Iowa
$1.67M -$5.33K -58 -0.3%
NCG
486
Newport Capital Group
New Jersey
$1.66M +$1.38K +15 +0.1%
SA
487
Strategic Advisors
New York
$1.66M -$44K -478 -3%
SCA
488
Sage Capital Advisors
South Dakota
$1.66M +$6.9K +75 +0.4%
MW
489
MBL Wealth
North Carolina
$1.65M -$27.6K -300 -2%
CA
490
Continuum Advisory
Idaho
$1.64M +$461K +5,013 +39%
PCIG
491
Partners Capital Investment Group
Massachusetts
$1.64M -$1.27M -13,859 -44%
RMDI
492
R.M. Davis Inc
Maine
$1.64M -$87.7K -954 -5%
CHAM
493
Clear Harbor Asset Management
Connecticut
$1.63M – – –
RC
494
Roundview Capital
New Jersey
$1.62M – – –
PA
495
Procyon Advisors
Connecticut
$1.62M -$120K -1,300 -7%
GLA
496
Great Lakes Advisors
Illinois
$1.62M -$553K -6,018 -25%
TRCT
497
Tower Research Capital (TRC)
New York
$1.61M +$1.61M +17,555 New
LWL
498
Leo Wealth LLC
Texas
$1.61M -$5.43K -59 -0.3%
HSA
499
HBK Sorce Advisory
Pennsylvania
$1.6M -$5.89K -64 -0.4%
CIA
500
Concurrent Investment Advisors
Florida
$1.59M +$56.5K +614 +4%
18 19
20
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