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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 %
PFG
626
Pacific Financial Group
Washington
$969K +$276 +3 +0%
NB
627
NBT Bank
New York
$963K -$920 -10 -0.1%
OWP
628
Obermeyer Wealth Partners
Colorado
$956K
WAG
629
Winthrop Advisory Group
Massachusetts
$950K -$14.3K -156 -1%
SCA
630
Stillwater Capital Advisors
Pennsylvania
$942K +$1.47K +16 +0.2%
NCM
631
Narwhal Capital Management
Georgia
$941K
AA
632
Armis Advisers
Georgia
$939K +$625K +6,704 +199%
DSC
633
Duncker Streett & Co
Missouri
$939K
AFO
634
Arrowroot Family Office
California
$937K +$937K +10,189 New
IA
635
IFP Advisors
Florida
$934K +$154K +1,675 +20%
ACM
636
Advisors Capital Management
New Jersey
$933K -$2.48K -27 -0.3%
ARC
637
Advisor Resource Council
Texas
$930K -$281K -3,059 -23%
OIA
638
Optimum Investment Advisors
Illinois
$922K +$31.9K +347 +4%
GM
639
GeoWealth Management
Illinois
$922K +$68.1K +740 +8%
BCG
640
Breakwater Capital Group
New Jersey
$920K +$32.2K +350 +4%
BOC
641
Blue Oak Capital
California
$917K
OAS
642
Optivise Advisory Services
Tennessee
$914K
JHCP
643
Jackson Hole Capital Partners
Oklahoma
$913K
Vontobel Holding
644
Vontobel Holding
Switzerland
$913K
LIM
645
Leavell Investment Management
Alabama
$907K
MWA
646
Midland Wealth Advisors
Illinois
$905K +$103K +1,119 +13%
TF
647
Tompkins Financial
New York
$901K +$268K +2,914 +42%
PL
648
Parthenon LLC
Kentucky
$896K -$53.3K -580 -6%
CIA
649
Capital Investment Advisors
Georgia
$889K -$237K -2,577 -21%
HSWS
650
Higgins & Schmidt Wealth Strategies
Colorado
$886K +$886K +9,633 New