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iShares Russell Mid-Cap ETF

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
19.04%
Holding in Top 10
60
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.23%
% of All Funds
0.8%
New
133
Increased
443
Reduced
467
Closed
47
Calls
$14.5M
Puts
$2.04M
Net Calls
+$12.5M
Net Calls Change
+$15.7M
Name Holding Trade Value Shares
Change
Shares
Change %
SCM
551
Sterling Capital Management
North Carolina
$1.33M +$109K +1,187 +9%
RWM
552
RKL Wealth Management
Pennsylvania
$1.32M -$505K -5,490 -28%
DWP
553
Daymark Wealth Partners
Ohio
$1.31M -$3.59K -39 -0.3%
BFA
554
Bill Few Associates
Pennsylvania
$1.31M
FFBTD
555
First Financial Bank - Trust Division
Ohio
$1.31M +$333K +3,622 +34%
KBFS
556
Kohmann Bosshard Financial Services
Ohio
$1.3M -$119K -1,295 -8%
SIA
557
SeaBridge Investment Advisors
New Jersey
$1.29M
PTC
558
Philadelphia Trust Company
Pennsylvania
$1.28M
WCWM
559
Wooster Corthell Wealth Management
Connecticut
$1.28M -$19.5K -212 -2%
KA
560
Klingman & Associates
New York
$1.28M +$129K +1,400 +11%
CWM
561
Calamos Wealth Management
Illinois
$1.28M +$53.2K +578 +4%
MWM
562
Moulton Wealth Management
Washington
$1.28M +$1.28M +13,617 New
RWB
563
RMR Wealth Builders
New Jersey
$1.27M +$76.6K +833 +6%
SW
564
Simplicity Wealth
New Jersey
$1.27M +$115K +1,249 +10%
DWMS
565
Dominguez Wealth Management Solutions
Virginia
$1.26M -$8.19K -89 -0.6%
SFA
566
Seneca Financial Advisors
New York
$1.26M -$48.4K -526 -4%
LWM
567
Lyell Wealth Management
California
$1.25M -$4.78K -52 -0.4%
PIMG
568
Patriot Investment Management Group
Tennessee
$1.24M
KC
569
Knuff & Co
California
$1.24M -$294K -3,196 -19%
NBWM
570
North Berkeley Wealth Management
California
$1.23M +$1.23M +13,410 New
MA
571
MONECO Advisors
Connecticut
$1.23M -$55.2K -600 -4%
TFGT
572
TS Financial Group (TSFG)
Illinois
$1.22M
CTC
573
Central Trust Company
Missouri
$1.21M +$70.5K +767 +6%
LOPW
574
Live Oak Private Wealth
North Carolina
$1.2M +$431K +4,687 +56%
MMG
575
Monetary Management Group
Missouri
$1.2M