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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
CWAG
526
Compton Wealth Advisory Group
Virginia
$1.46M
OWM
527
Orgel Wealth Management
Wisconsin
$1.45M
PWMAG
528
Pinnacle Wealth Management Advisory Group
New Jersey
$1.45M
AB
529
Atlas Brown
Kentucky
$1.42M
FLPIM
530
F.L. Putnam Investment Management
Massachusetts
$1.41M
PIA
531
Perennial Investment Advisors
California
$1.4M
RFW
532
Rainier Family Wealth
Washington
$1.4M
WPA
533
West Paces Advisors
Georgia
$1.4M
WB
534
Webster Bank
Connecticut
$1.4M
HAFS
535
Hapanowicz & Associates Financial Services
Pennsylvania
$1.39M
SW
536
SlateStone Wealth
Florida
$1.39M
PCM
537
Parsons Capital Management
Rhode Island
$1.39M
BCA
538
Bay Colony Advisors
Massachusetts
$1.39M
LWM
539
Luminvest Wealth Management
Arizona
$1.38M
IA
540
IFG Advisors
Missouri
$1.38M
GVAG
541
Great Valley Advisor Group
Delaware
$1.38M
MA
542
MBA Advisors
Pennsylvania
$1.37M
SMA
543
Sage Mountain Advisors
Georgia
$1.36M
WDL
544
Well Done LLC
Michigan
$1.35M
AF
545
Atala Financial
California
$1.34M
EAM
546
Empirical Asset Management
Massachusetts
$1.34M
AFG
547
Atomi Financial Group
New York
$1.34M
VCM
548
Vivaldi Capital Management
Illinois
$1.33M
CWA
549
Centennial Wealth Advisory
Michigan
$1.33M
GAG
550
GM Advisory Group
New York
$1.33M