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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
CIA
501
Concurrent Investment Advisors
Florida
$1.59M
HIMC
502
Heritage Investors Management Corp
Maryland
$1.59M
PCA
503
Pallas Capital Advisors
Massachusetts
$1.59M
SCA
504
Southern Capital Advisors
Tennessee
$1.59M
PCA
505
Prosperity Capital Advisors
Ohio
$1.58M
FNB
506
Farmers National Bank
Kentucky
$1.58M
MPCG
507
Matrix Private Capital Group
New York
$1.58M
LBC
508
Lowe Brockenbrough & Co
Virginia
$1.58M
FPGK
509
Financial Partners Group (Kansas)
Kansas
$1.58M
SL
510
SWMG LLC
Texas
$1.56M
PSA
511
Plum Street Advisors
Louisiana
$1.56M
1SB
512
1ST Source Bank
Indiana
$1.56M
CAG
513
Csenge Advisory Group
Florida
$1.56M
SFWC
514
Strategic Family Wealth Counselors
New Jersey
$1.55M
BFO
515
Boston Family Office
Massachusetts
$1.52M
TSS
516
Two Sigma Securities
New York
$1.51M
CWM
517
Connecticut Wealth Management
Connecticut
$1.51M
BEAM
518
Baker Ellis Asset Management
Washington
$1.49M
SIA
519
Summit Investment Advisors
Maryland
$1.48M
FHB
520
First Hawaiian Bank
Hawaii
$1.48M
C
521
Certuity
Florida
$1.47M
GF
522
Gries Financial
Ohio
$1.47M
PFBT
523
Parkside Financial Bank & Trust
Missouri
$1.47M
WFA
524
WestHill Financial Advisors
California
$1.46M
LW
525
Linscomb Wealth
Texas
$1.46M