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iShares Russell Mid-Cap ETF
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Overview Fund Activity

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

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$570M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$6.38B
3
Bank of New York Mellon
Bank of New York Mellon
New York
$910M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$374M
5
Wells Fargo
Wells Fargo
California
$3.6B

Top Sellers

1
US Bancorp
US Bancorp
Minnesota
$1.28B
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$28.6M
3
Bank of America
Bank of America
North Carolina
$5.59B
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$328M
5
MFIM
Mesirow Financial Investment Management
Illinois
$50.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFWA
676
Paces Ferry Wealth Advisors
Georgia
$817K +$1.01K +11 +0.1%
BWM
677
Baron Wealth Management
Michigan
$815K -$4.69K -51 -0.6%
RIG
678
RiverFront Investment Group
Virginia
$813K -$184K -2,003 -18%
SSWM
679
Smith Salley Wealth Management
North Carolina
$812K -$20.6K -224 -2%
BFIM
680
Beese Fulmer Investment Management
Ohio
$804K +$86.5K +940 +12%
AFP
681
Ausdal Financial Partners
Iowa
$804K +$6.07K +66 +0.8%
VPIM
682
Vanguard Personalized Indexing Management
California
$804K -$391K -4,255 -33%
MCM
683
Mill Capital Management
North Carolina
$802K – – –
LFG
684
Larson Financial Group
Missouri
$801K +$153K +1,661 +24%
BLC
685
Brown, Lisle/Cummings
Rhode Island
$800K – – –
GS
686
GWN Securities
Florida
$799K -$1.18M -12,855 -60%
FBB
687
Fulton Breakefield Broenniman
Maryland
$798K +$7.82K +85 +1%
IAG
688
Investment Advisory Group
Massachusetts
$795K – – –
NLP
689
Next Level Private
New York
$794K +$2.21K +24 +0.3%
AC
690
AlphaCore Capital
California
$787K +$527K +5,735 +203%
NA
691
Nordwand Advisors
Pennsylvania
$785K +$785K +8,535 New
PWS
692
Precision Wealth Strategies
Missouri
$785K – – –
SPC
693
Spirepoint Private Client
Florida
$783K – – –
FFB
694
First Financial Bankshares
Texas
$781K – – –
MA
695
MCF Advisors
Kentucky
$780K +$184 +2 +0%
WS
696
Wedbush Securities
California
$778K -$13.6K -148 -2%
SC
697
Sapient Capital
Indiana
$776K +$1.29K +14 +0.2%
WWM
698
Western Wealth Management
Colorado
$775K +$59.4K +646 +8%
BBA
699
BLB&B Advisors
Pennsylvania
$772K – – –
GWS
700
Glassman Wealth Services
Virginia
$772K -$4.78K -52 -0.6%
26 27
28
29 30