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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 %
JIP
651
Jaffetilchin Investment Partners
Florida
$883K +$4.05K +44 +0.5%
STAS
652
Strong Tower Advisory Services
Minnesota
$883K
VPP
653
Vertex Planning Partners
Illinois
$875K +$9.11K +99 +1%
UF
654
Univest Financial
Pennsylvania
$875K -$73.9K -804 -8%
GWANC
655
Guardian Wealth Advisors (North Carolina)
North Carolina
$874K +$47.5K +516 +6%
NSIM
656
North Star Investment Management
Illinois
$873K
AIA
657
Armor Investment Advisors
North Carolina
$872K -$2.3K -25 -0.3%
CWP
658
Cyndeo Wealth Partners
Florida
$871K +$21.3K +232 +3%
PMFA
659
Plante Moran Financial Advisors
Michigan
$868K +$56.5K +614 +7%
BFA
660
Beacon Financial Advisory
Ohio
$867K +$9.47K +103 +1%
SWM
661
Selective Wealth Management
Virginia
$857K
MF
662
Montis Financial
Massachusetts
$853K -$201K -2,187 -19%
KCM
663
Kanawha Capital Management
Virginia
$853K -$11K -120 -1%
Qube Research & Technologies (QRT)
664
Qube Research & Technologies (QRT)
United Kingdom
$851K +$726K +7,895 +581%
ANBT
665
American National Bank & Trust
Texas
$848K +$55.2K +600 +7%
WDG
666
Wealth Dimensions Group
Ohio
$844K -$6.62K -72 -0.8%
AWA
667
AmeriServ Wealth Advisors
Pennsylvania
$841K +$5.61K +61 +0.7%
HAP
668
Harbor Asset Planning
Massachusetts
$838K +$838K +9,111 New
MCM
669
MidAtlantic Capital Management
Virginia
$832K -$10.9K -118 -1%
V
670
ViaWealth
Kansas
$829K
CFFP
671
Center for Financial Planning
Michigan
$828K +$9.2K +100 +1%
LP
672
LGL Partners
Pennsylvania
$826K +$2.42K +26 +0.3%
CW
673
Curio Wealth
Maryland
$823K +$822K +8,942 +89,420%
IF
674
Ironwood Financial
Arizona
$820K
EWM
675
Empirical Wealth Management
Washington
$820K -$37.8K -411 -4%