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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
TWP
776
Triad Wealth Partners
Kansas
$616K
ACA
777
Affinity Capital Advisors
California
$615K
SWM
778
SilverOak Wealth Management
Minnesota
$608K
OPCM
779
Osborne Partners Capital Management
California
$607K
HI
780
Harbour Investments
Wisconsin
$606K
VC
781
Veracity Capital
Georgia
$601K
SCTC
782
Sanibel Captiva Trust Company
Florida
$600K
ARG
783
Advisory Resource Group
Oklahoma
$594K
SWM
784
Segment Wealth Management
Texas
$593K
CWM
785
Cordatus Wealth Management
Pennsylvania
$591K
PP
786
Postrock Partners
Oregon
$586K
BHWM
787
Bar Harbor Wealth Management
New Hampshire
$584K
AMBIA
788
Allen Mooney & Barnes Investment Advisors
Georgia
$582K
IWB
789
Innovative Wealth Building
Maryland
$582K
EF
790
Empowered Funds
Pennsylvania
$581K
MC
791
Mathes Company
New York
$580K
HP
792
Holistic Planning
Texas
$578K
CL
793
CVFG LLC
Indiana
$577K
FB
794
First Bancorp
Maine
$577K
RWM
795
Reston Wealth Management
Virginia
$577K
BSB
796
Bangor Savings Bank
Maine
$577K
AWG
797
Altus Wealth Group
Colorado
$576K
AA
798
Alesco Advisors
New York
$570K
CF
799
Centaurus Financial
California
$570K
VFIC
800
Valley Forge Investment Consultants
Pennsylvania
$569K