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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 %
IAS
601
Insigneo Advisory Services
Florida
$1.05M +$121K +1,316 +13%
TFA
602
TPG Financial Advisors
Oregon
$1.04M +$419K +4,551 +67%
MAV
603
Mason & Associates (Virginia)
Virginia
$1.04M -$78.5K -853 -7%
CCWM
604
Cassaday & Co Wealth Management
Virginia
$1.04M
MLA
605
My Legacy Advisors
Oregon
$1.04M +$1.04M +11,066 New
BEI
606
Benjamin Edwards Inc
Missouri
$1.04M -$234K -2,541 -18%
OSAM
607
O'Shaughnessy Asset Management
Connecticut
$1.04M -$126K -1,366 -11%
BBHC
608
Brown Brothers Harriman & Co
New York
$1.03M +$32.6K +355 +3%
PA
609
Prossimo Advisors
California
$1.03M +$1.03M +11,142 New
UWM
610
USAdvisors Wealth Management
Minnesota
$1.02M +$2.3K +25 +0.2%
WPW
611
Waldron Private Wealth
Pennsylvania
$1M
CAM
612
Columbia Asset Management
Michigan
$1,000K
LGW
613
Leslie Global Wealth
Illinois
$995K +$33.7K +366 +4%
BHIA
614
Birch Hill Investment Advisors
Massachusetts
$994K -$1.84K -20 -0.2%
CCMG
615
Clark Capital Management Group
Pennsylvania
$992K -$46.5K -506 -4%
BCM
616
Brasada Capital Management
Texas
$985K -$59.7K -637 -6%
FPAS
617
Focus Partners Advisor Solutions
Missouri
$984K -$80K -870 -8%
CCWA
618
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$982K
FIA
619
Foundations Investment Advisors
Arizona
$982K +$136K +1,476 +16%
HIA
620
Harbor Investment Advisory
Maryland
$982K
PS
621
Pinney & Scofield
Massachusetts
$975K
Neuberger Berman Group
622
Neuberger Berman Group
New York
$973K -$1.19M -12,938 -55%
SCA
623
Snowden Capital Advisors
New York
$972K +$41K +446 +4%
OA
624
Operose Advisors
Wisconsin
$970K +$552 +6 +0.1%
NEPPG
625
New England Professional Planning Group
Rhode Island
$969K +$644 +7 +0.1%