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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
SCM
551
Sterling Capital Management
North Carolina
$1.33M
RWM
552
RKL Wealth Management
Pennsylvania
$1.32M
DWP
553
Daymark Wealth Partners
Ohio
$1.31M
BFA
554
Bill Few Associates
Pennsylvania
$1.31M
FFBTD
555
First Financial Bank - Trust Division
Ohio
$1.31M
KBFS
556
Kohmann Bosshard Financial Services
Ohio
$1.3M
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
KA
560
Klingman & Associates
New York
$1.28M
CWM
561
Calamos Wealth Management
Illinois
$1.28M
MWM
562
Moulton Wealth Management
Washington
$1.28M
RWB
563
RMR Wealth Builders
New Jersey
$1.27M
SW
564
Simplicity Wealth
New Jersey
$1.27M
DWMS
565
Dominguez Wealth Management Solutions
Virginia
$1.26M
SFA
566
Seneca Financial Advisors
New York
$1.26M
LWM
567
Lyell Wealth Management
California
$1.25M
PIMG
568
Patriot Investment Management Group
Tennessee
$1.24M
KC
569
Knuff & Co
California
$1.24M
NBWM
570
North Berkeley Wealth Management
California
$1.23M
MA
571
MONECO Advisors
Connecticut
$1.23M
TFGT
572
TS Financial Group (TSFG)
Illinois
$1.22M
CTC
573
Central Trust Company
Missouri
$1.21M
LOPW
574
Live Oak Private Wealth
North Carolina
$1.2M
MMG
575
Monetary Management Group
Missouri
$1.2M