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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 %
RPGK
701
Retirement Planning Group (Kansas)
Kansas
$770K -$3.59K -39 -0.5%
BIM
702
Baldwin Investment Management
Pennsylvania
$769K
SCI
703
S&CO Inc
Massachusetts
$767K
BW
704
BIP Wealth
Georgia
$765K +$2.76K +30 +0.4%
PCP
705
Proficio Capital Partners
Massachusetts
$763K -$1.88M -20,415 -71%
GC
706
Grimes & Company
Massachusetts
$762K -$220K -2,395 -22%
ESB
707
Essex Savings Bank
Connecticut
$758K -$29.1K -316 -4%
MWM
708
Mission Wealth Management
California
$757K +$2.21K +24 +0.3%
SFP
709
Shepherd Financial Partners
Massachusetts
$757K -$6.44K -70 -0.8%
ONST
710
Old North State Trust
North Carolina
$756K +$756K +8,225 New
BBL
711
Beck Bode LLC
Massachusetts
$755K -$66.8K -726 -8%
MC
712
Moors & Cabot
Massachusetts
$752K -$37.1K -403 -5%
TCA
713
Transcend Capital Advisors
New Jersey
$750K -$39.2K -426 -5%
FA
714
Fiduciary Alliance
South Carolina
$747K -$91.9K -999 -11%
DIA
715
Dana Investment Advisors
Wisconsin
$745K +$18.4K +200 +3%
BFA
716
Beaumont Financial Advisors
Massachusetts
$742K -$7.17K -78 -1%
TWA
717
TCI Wealth Advisors
Arizona
$742K +$31.2K +339 +4%
W
718
Wealthquest
Ohio
$737K -$82.1K -893 -10%
RCAG
719
Rehmann Capital Advisory Group
Michigan
$736K +$328K +3,568 +80%
PGAM
720
Princeton Global Asset Management
New Jersey
$732K
RZH
721
Relyea Zuckerberg Hanson
Connecticut
$731K +$422K +4,587 +137%
SEIA
722
Signature Estate & Investment Advisors
California
$729K -$75.9K -825 -9%
LDB
723
Lee, Danner & Bass
Tennessee
$729K +$16.1K +175 +2%
MLL
724
Moody Lynn & Lieberson
Massachusetts
$727K
WFA
725
Wellspring Financial Advisors
Ohio
$725K +$490K +5,325 +208%