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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 %
ACA
776
Affinity Capital Advisors
California
$615K +$214K +2,330 +53%
SWM
777
SilverOak Wealth Management
Minnesota
$608K
OPCM
778
Osborne Partners Capital Management
California
$607K
HI
779
Harbour Investments
Wisconsin
$606K -$4.32K -47 -0.7%
VC
780
Veracity Capital
Georgia
$601K +$105K +1,147 +21%
SCTC
781
Sanibel Captiva Trust Company
Florida
$600K -$32.1K -349 -5%
ARG
782
Advisory Resource Group
Oklahoma
$594K -$11.6K -126 -2%
SWM
783
Segment Wealth Management
Texas
$593K
CWM
784
Cordatus Wealth Management
Pennsylvania
$591K -$2.85K -31 -0.5%
PP
785
Postrock Partners
Oregon
$586K -$1.19M -12,950 -67%
BHWM
786
Bar Harbor Wealth Management
New Hampshire
$584K +$15.3K +166 +3%
AMBIA
787
Allen Mooney & Barnes Investment Advisors
Georgia
$582K
IWB
788
Innovative Wealth Building
Maryland
$582K +$76.8K +835 +15%
EF
789
Empowered Funds
Pennsylvania
$581K +$581K +6,318 New
MC
790
Mathes Company
New York
$580K
HP
791
Holistic Planning
Texas
$578K +$222K +2,418 +62%
CL
792
CVFG LLC
Indiana
$577K +$19.8K +215 +4%
FB
793
First Bancorp
Maine
$577K
RWM
794
Reston Wealth Management
Virginia
$577K +$1.66K +18 +0.3%
BSB
795
Bangor Savings Bank
Maine
$577K -$4.23K -46 -0.7%
AWG
796
Altus Wealth Group
Colorado
$576K -$219K -2,385 -28%
AA
797
Alesco Advisors
New York
$570K
CF
798
Centaurus Financial
California
$570K +$14.2K +155 +3%
VFIC
799
Valley Forge Investment Consultants
Pennsylvania
$569K
WCM
800
Windsor Capital Management
Arizona
$567K