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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 %
MAM
751
Madison Asset Management
Wisconsin
$662K -$651K -7,076 -50%
TSW
752
Thompson Siegel & Walmsley
Virginia
$659K – – –
GWM
753
Greenhouse Wealth Management
Connecticut
$656K +$1.93K +21 +0.3%
CG
754
Cynosure Group
Utah
$656K -$199K -2,162 -23%
HAIM
755
Hunter Associates Investment Management
Pennsylvania
$656K +$184 +2 +0%
TP
756
Tranquility Partners
Tennessee
$655K +$5.61K +61 +0.9%
ST
757
Smithfield Trust
Pennsylvania
$651K – – –
SIM
758
Stratos Investment Management
Ohio
$649K +$460 +5 +0.1%
FCFC
759
First Commonwealth Financial Corp
Pennsylvania
$649K -$17.1K -186 -3%
BFPW
760
BOK Financial Private Wealth
Colorado
$648K -$552 -6 -0.1%
AP
761
Americana Partners
Texas
$648K +$648K +7,050 New
CWM
762
Cranbrook Wealth Management
Michigan
$646K – – –
AC
763
Anson Capital
Georgia
$638K – – –
BMC
764
Bear Mountain Capital
Washington
$637K – – –
MWM
765
McNaughton Wealth Management
California
$634K -$3.96K -43 -0.6%
FPB
766
First PREMIER Bank
South Dakota
$632K -$4.69K -51 -0.7%
CAL
767
Capital Analysts LLC
Pennsylvania
$629K -$7.91K -86 -1%
BA
768
Ballew Advisors
Mississippi
$626K +$281 +3 +0%
TNB
769
Thomasville National Bank
Georgia
$625K -$8.46K -92 -1%
MAWA
770
Moss Adams Wealth Advisors
Washington
$624K -$4.78K -52 -0.8%
WPC
771
Wedmont Private Capital
Pennsylvania
$622K -$94 -1 -0%
AO
772
Advisor OS
Illinois
$620K +$12.5K +136 +2%
DFA
773
Davies Financial Advisors
California
$619K +$619K +6,728 New
CIC
774
Carnegie Investment Counsel
Ohio
$617K -$43K -468 -7%
TWP
775
Triad Wealth Partners
Kansas
$616K +$616K +6,702 New
29 30
31
32 33