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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
IAS
601
Insigneo Advisory Services
Florida
$1.05M
TFA
602
TPG Financial Advisors
Oregon
$1.04M
MAV
603
Mason & Associates (Virginia)
Virginia
$1.04M
CCWM
604
Cassaday & Co Wealth Management
Virginia
$1.04M
MLA
605
My Legacy Advisors
Oregon
$1.04M
BEI
606
Benjamin Edwards Inc
Missouri
$1.04M
OSAM
607
O'Shaughnessy Asset Management
Connecticut
$1.04M
BBHC
608
Brown Brothers Harriman & Co
New York
$1.03M
PA
609
Prossimo Advisors
California
$1.02M
UWM
610
USAdvisors Wealth Management
Minnesota
$1.01M
WPW
611
Waldron Private Wealth
Pennsylvania
$1M
CAM
612
Columbia Asset Management
Michigan
$1,000K
LGW
613
Leslie Global Wealth
Illinois
$995K
BHIA
614
Birch Hill Investment Advisors
Massachusetts
$994K
CCMG
615
Clark Capital Management Group
Pennsylvania
$992K
BCM
616
Brasada Capital Management
Texas
$985K
FPAS
617
Focus Partners Advisor Solutions
Missouri
$984K
CCWA
618
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$982K
FIA
619
Foundations Investment Advisors
Arizona
$982K
HIA
620
Harbor Investment Advisory
Maryland
$982K
PS
621
Pinney & Scofield
Massachusetts
$975K
Neuberger Berman Group
622
Neuberger Berman Group
New York
$973K
SCA
623
Snowden Capital Advisors
New York
$972K
OA
624
Operose Advisors
Wisconsin
$970K
NEPPG
625
New England Professional Planning Group
Rhode Island
$969K