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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
PFG
626
Pacific Financial Group
Washington
$969K
NB
627
NBT Bank
New York
$963K
OWP
628
Obermeyer Wealth Partners
Colorado
$956K
WAG
629
Winthrop Advisory Group
Massachusetts
$950K
SCA
630
Stillwater Capital Advisors
Pennsylvania
$942K
NCM
631
Narwhal Capital Management
Georgia
$941K
AA
632
Armis Advisers
Georgia
$939K
DSC
633
Duncker Streett & Co
Missouri
$939K
AFO
634
Arrowroot Family Office
California
$937K
IA
635
IFP Advisors
Florida
$934K
ACM
636
Advisors Capital Management
New Jersey
$933K
ARC
637
Advisor Resource Council
Texas
$930K
OIA
638
Optimum Investment Advisors
Illinois
$922K
GM
639
GeoWealth Management
Illinois
$922K
BCG
640
Breakwater Capital Group
New Jersey
$920K
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
TF
647
Tompkins Financial
New York
$901K
PL
648
Parthenon LLC
Kentucky
$896K
CIA
649
Capital Investment Advisors
Georgia
$889K
HSWS
650
Higgins & Schmidt Wealth Strategies
Colorado
$886K