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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
NL
576
NWAM LLC
Washington
$1.19M
DAS
577
Diversify Advisory Services
Utah
$1.19M
LSA
578
Lansing Street Advisors
Pennsylvania
$1.19M
FA
579
Fiducient Advisors
Illinois
$1.19M
OAM
580
Occidental Asset Management
California
$1.18M
SCM
581
Sunbeam Capital Management
Georgia
$1.18M
CPRC
582
Consolidated Portfolio Review Corp
New York
$1.16M
ZIM
583
Zacks Investment Management
Illinois
$1.16M
CW
584
CreativeOne Wealth
Kansas
$1.16M
AWA
585
Arkadios Wealth Advisors
Georgia
$1.16M
RDFA
586
Ritter Daniher Financial Advisory
Ohio
$1.15M
GA
587
Goldstein Advisors
Wisconsin
$1.15M
LNWWM
588
Laird Norton Wetherby Wealth Management
California
$1.12M
PCG
589
Prosperity Consulting Group
Maryland
$1.12M
OIS
590
Okabena Investment Services
Minnesota
$1.11M
PVAMC
591
PPS&V Asset Management Consultants
Michigan
$1.11M
RCM
592
Radnor Capital Management
Pennsylvania
$1.1M
SS
593
Sunbelt Securities
Texas
$1.09M
BTI
594
Blue Trust Inc
Georgia
$1.09M
OFP
595
OFC Financial Planning
New Jersey
$1.08M
TFS
596
Thoroughbred Financial Services
Tennessee
$1.07M
HT
597
Heritage Trust
Oklahoma
$1.06M
PHIC
598
Pine Haven Investment Counsel
Massachusetts
$1.06M
CCG
599
Cypress Capital Group
Florida
$1.05M
JWM
600
Jupiter Wealth Management
Colorado
$1.05M