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iShares Russell Mid-Cap ETF

1,430 hedge funds and large institutions have $34.5B invested in iShares Russell Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 133 funds opening new positions, 449 increasing their positions, 468 reducing their positions, and 48 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: 449 | Existing positions reduced: 468

3% less funds holding in top 10

Funds holding in top 10: 6260 (-2)

3.82% less ownership

Funds ownership: 83.14%79.32% (-3.8%)

Holders
1,430
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
FFP
751
FourThought Financial Partners
Florida
$668K
BAMG
752
Brand Asset Management Group
Missouri
$667K
MAM
753
Madison Asset Management
Wisconsin
$662K
TSW
754
Thompson Siegel & Walmsley
Virginia
$659K
GWM
755
Greenhouse Wealth Management
Connecticut
$656K
CG
756
Cynosure Group
Utah
$656K
HAIM
757
Hunter Associates Investment Management
Pennsylvania
$656K
TP
758
Tranquility Partners
Tennessee
$655K
ST
759
Smithfield Trust
Pennsylvania
$651K
SIM
760
Stratos Investment Management
Ohio
$649K
FCFC
761
First Commonwealth Financial Corp
Pennsylvania
$649K
BFPW
762
BOK Financial Private Wealth
Colorado
$648K
AP
763
Americana Partners
Texas
$648K
CWM
764
Cranbrook Wealth Management
Michigan
$646K
AC
765
Anson Capital
Georgia
$638K
BMC
766
Bear Mountain Capital
Washington
$637K
MWM
767
McNaughton Wealth Management
California
$634K
FPB
768
First PREMIER Bank
South Dakota
$632K
CAL
769
Capital Analysts LLC
Pennsylvania
$629K
BA
770
Ballew Advisors
Mississippi
$626K
TNB
771
Thomasville National Bank
Georgia
$625K
MAWA
772
Moss Adams Wealth Advisors
Washington
$624K
WPC
773
Wedmont Private Capital
Pennsylvania
$622K
AO
774
Advisor OS
Illinois
$620K
DFA
775
Davies Financial Advisors
California
$619K