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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
CIC
776
Carnegie Investment Counsel
Ohio
$617K
TWP
777
Triad Wealth Partners
Kansas
$616K
ACA
778
Affinity Capital Advisors
California
$615K
CCFCSB
779
Cape Cod Five Cents Savings Bank
Massachusetts
$609K
SWM
780
SilverOak Wealth Management
Minnesota
$608K
OPCM
781
Osborne Partners Capital Management
California
$607K
HI
782
Harbour Investments
Wisconsin
$606K
VC
783
Veracity Capital
Georgia
$601K
SCTC
784
Sanibel Captiva Trust Company
Florida
$600K
ARG
785
Advisory Resource Group
Oklahoma
$594K
SWM
786
Segment Wealth Management
Texas
$593K
CWM
787
Cordatus Wealth Management
Pennsylvania
$591K
PP
788
Postrock Partners
Oregon
$586K
BHWM
789
Bar Harbor Wealth Management
New Hampshire
$584K
AMBIA
790
Allen Mooney & Barnes Investment Advisors
Georgia
$582K
IWB
791
Innovative Wealth Building
Maryland
$582K
EF
792
Empowered Funds
Pennsylvania
$581K
MC
793
Mathes Company
New York
$580K
HP
794
Holistic Planning
Texas
$578K
CL
795
CVFG LLC
Indiana
$577K
FB
796
First Bancorp
Maine
$577K
RWM
797
Reston Wealth Management
Virginia
$577K
BSB
798
Bangor Savings Bank
Maine
$577K
AWG
799
Altus Wealth Group
Colorado
$576K
AA
800
Alesco Advisors
New York
$570K