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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 %
CWAG
526
Compton Wealth Advisory Group
Virginia
$1.46M +$5.15K +56 +0.4%
OWM
527
Orgel Wealth Management
Wisconsin
$1.45M -$27.1K -295 -2%
PWMAG
528
Pinnacle Wealth Management Advisory Group
New Jersey
$1.45M – – –
AB
529
Atlas Brown
Kentucky
$1.42M -$20.4K -222 -1%
FLPIM
530
F.L. Putnam Investment Management
Massachusetts
$1.41M -$253K -2,753 -15%
PIA
531
Perennial Investment Advisors
California
$1.4M -$107K -1,159 -7%
RFW
532
Rainier Family Wealth
Washington
$1.4M -$271K -2,950 -16%
WPA
533
West Paces Advisors
Georgia
$1.4M – – –
WB
534
Webster Bank
Connecticut
$1.4M +$44.1K +480 +3%
HAFS
535
Hapanowicz & Associates Financial Services
Pennsylvania
$1.39M -$765K -8,320 -35%
SW
536
SlateStone Wealth
Florida
$1.39M -$9.2K -100 -0.7%
PCM
537
Parsons Capital Management
Rhode Island
$1.39M – – –
BCA
538
Bay Colony Advisors
Massachusetts
$1.39M +$5.89K +64 +0.4%
LWM
539
Luminvest Wealth Management
Arizona
$1.38M – – –
IA
540
IFG Advisors
Missouri
$1.38M -$92K -1,000 -6%
GVAG
541
Great Valley Advisor Group
Delaware
$1.38M -$9.11K -99 -0.7%
MA
542
MBA Advisors
Pennsylvania
$1.37M -$79.6K -865 -5%
SMA
543
Sage Mountain Advisors
Georgia
$1.36M +$1.32M +14,353 +3,562%
WDL
544
Well Done LLC
Michigan
$1.35M +$136K +1,482 +11%
AF
545
Atala Financial
California
$1.34M -$10.2K -111 -0.8%
EAM
546
Empirical Asset Management
Massachusetts
$1.34M +$552 +6 +0%
AFG
547
Atomi Financial Group
New York
$1.34M -$46.6K -507 -3%
VCM
548
Vivaldi Capital Management
Illinois
$1.33M -$5.43K -59 -0.4%
CWA
549
Centennial Wealth Advisory
Michigan
$1.33M +$46.6K +507 +4%
GAG
550
GM Advisory Group
New York
$1.33M +$38.8K +422 +3%
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