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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
19.03%
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 %
NL
576
NWAM LLC
Washington
$1.19M -$22.4K -238 -2%
DAS
577
Diversify Advisory Services
Utah
$1.19M +$867K +9,227 +268%
LSA
578
Lansing Street Advisors
Pennsylvania
$1.19M +$188K +2,043 +19%
FA
579
Fiducient Advisors
Illinois
$1.19M -$294K -3,197 -20%
OAM
580
Occidental Asset Management
California
$1.18M +$9.2K +100 +0.8%
SCM
581
Sunbeam Capital Management
Georgia
$1.18M +$3.4K +37 +0.3%
CPRC
582
Consolidated Portfolio Review Corp
New York
$1.16M
ZIM
583
Zacks Investment Management
Illinois
$1.16M -$810K -8,804 -41%
CW
584
CreativeOne Wealth
Kansas
$1.16M +$169K +1,842 +17%
AWA
585
Arkadios Wealth Advisors
Georgia
$1.16M +$820K +8,911 +243%
RDFA
586
Ritter Daniher Financial Advisory
Ohio
$1.15M -$56.6K -615 -5%
GA
587
Goldstein Advisors
Wisconsin
$1.15M
LNWWM
588
Laird Norton Wetherby Wealth Management
California
$1.12M +$1.12M +12,208 New
PCG
589
Prosperity Consulting Group
Maryland
$1.12M +$685K +7,450 +158%
OIS
590
Okabena Investment Services
Minnesota
$1.11M
PVAMC
591
PPS&V Asset Management Consultants
Michigan
$1.11M
RCM
592
Radnor Capital Management
Pennsylvania
$1.11M -$2.76K -30 -0.2%
SS
593
Sunbelt Securities
Texas
$1.09M +$68.4K +774 +7%
BTI
594
Blue Trust Inc
Georgia
$1.09M -$216K -2,350 -17%
OFP
595
OFC Financial Planning
New Jersey
$1.08M
TFS
596
Thoroughbred Financial Services
Tennessee
$1.07M -$1.84M -19,978 -63%
HT
597
Heritage Trust
Oklahoma
$1.06M +$5.52K +60 +0.5%
PHIC
598
Pine Haven Investment Counsel
Massachusetts
$1.06M
CCG
599
Cypress Capital Group
Florida
$1.05M -$425K -4,625 -29%
JWM
600
Jupiter Wealth Management
Colorado
$1.05M