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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
JIP
651
Jaffetilchin Investment Partners
Florida
$883K
STAS
652
Strong Tower Advisory Services
Minnesota
$883K
VPP
653
Vertex Planning Partners
Illinois
$875K
UF
654
Univest Financial
Pennsylvania
$875K
GWANC
655
Guardian Wealth Advisors (North Carolina)
North Carolina
$874K
NSIM
656
North Star Investment Management
Illinois
$873K
AIA
657
Armor Investment Advisors
North Carolina
$872K
CWP
658
Cyndeo Wealth Partners
Florida
$871K
PMFA
659
Plante Moran Financial Advisors
Michigan
$868K
BFA
660
Beacon Financial Advisory
Ohio
$867K
SWM
661
Selective Wealth Management
Virginia
$857K
MF
662
Montis Financial
Massachusetts
$853K
KCM
663
Kanawha Capital Management
Virginia
$853K
Qube Research & Technologies (QRT)
664
Qube Research & Technologies (QRT)
United Kingdom
$851K
ANBT
665
American National Bank & Trust
Texas
$848K
WDG
666
Wealth Dimensions Group
Ohio
$844K
AWA
667
AmeriServ Wealth Advisors
Pennsylvania
$841K
HAP
668
Harbor Asset Planning
Massachusetts
$838K
MCM
669
MidAtlantic Capital Management
Virginia
$832K
V
670
ViaWealth
Kansas
$829K
CFFP
671
Center for Financial Planning
Michigan
$828K
LP
672
LGL Partners
Pennsylvania
$826K
CW
673
Curio Wealth
Maryland
$823K
IF
674
Ironwood Financial
Arizona
$820K
EWM
675
Empirical Wealth Management
Washington
$820K