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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
RPGK
701
Retirement Planning Group (Kansas)
Kansas
$770K
BIM
702
Baldwin Investment Management
Pennsylvania
$769K
SCI
703
S&CO Inc
Massachusetts
$767K
BW
704
BIP Wealth
Georgia
$765K
PCP
705
Proficio Capital Partners
Massachusetts
$763K
GC
706
Grimes & Company
Massachusetts
$762K
ESB
707
Essex Savings Bank
Connecticut
$758K
MWM
708
Mission Wealth Management
California
$757K
SFP
709
Shepherd Financial Partners
Massachusetts
$757K
ONST
710
Old North State Trust
North Carolina
$756K
BBL
711
Beck Bode LLC
Massachusetts
$755K
MC
712
Moors & Cabot
Massachusetts
$752K
TCA
713
Transcend Capital Advisors
New Jersey
$750K
FA
714
Fiduciary Alliance
South Carolina
$747K
DIA
715
Dana Investment Advisors
Wisconsin
$745K
BFA
716
Beaumont Financial Advisors
Massachusetts
$742K
TWA
717
TCI Wealth Advisors
Arizona
$742K
W
718
Wealthquest
Ohio
$737K
RCAG
719
Rehmann Capital Advisory Group
Michigan
$736K
PGAM
720
Princeton Global Asset Management
New Jersey
$732K
RZH
721
Relyea Zuckerberg Hanson
Connecticut
$731K
SEIA
722
Signature Estate & Investment Advisors
California
$729K
LDB
723
Lee, Danner & Bass
Tennessee
$729K
MLL
724
Moody Lynn & Lieberson
Massachusetts
$727K
WFA
725
Wellspring Financial Advisors
Ohio
$725K