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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 %
WWP
801
Wise Wealth Partners
Arizona
$567K +$247K +2,686 +77%
HCM
802
Hollencrest Capital Management
California
$563K – – –
FFM
803
Forum Financial Management
Illinois
$561K – – –
SIC
804
Sterling Investment Counsel
New York
$560K +$560K +6,093 New
SA
805
Sovran Advisors
California
$557K -$4.01K -43 -0.7%
RCM
806
Richardson Capital Management
Wisconsin
$552K – – –
FAT
807
First American Trust
California
$551K – – –
MA
808
MJP Associates
Connecticut
$551K +$12.5K +136 +2%
EIA
809
Edgemoor Investment Advisors
Maryland
$548K – – –
Allspring Global Investments
810
Allspring Global Investments
North Carolina
$547K +$128K +1,377 +30%
FWIA
811
Fort Washington Investment Advisors
Ohio
$547K -$25.3K -275 -4%
PNC
812
Park National Corp
Ohio
$546K – – –
SAS
813
SMI Advisory Services
Indiana
$546K -$22.3K -241 -4%
BI
814
Bolthouse Investments
California
$544K – – –
BPC
815
Bearing Point Capital
Minnesota
$544K -$66.2K -720 -11%
BCM
816
Brookstone Capital Management
Illinois
$543K +$124K +1,351 +30%
VIA
817
Vickerman Investment Advisors
Washington
$543K – – –
QCM
818
QRG Capital Management
Illinois
$543K +$38.8K +422 +8%
PB
819
Pinnacle Bancorp
Nebraska
$541K -$148K -1,608 -21%
TCOTS
820
Trust Company of the South
North Carolina
$541K – – –
FPCG
821
Forum Private Client Group
Indiana
$536K +$7.91K +86 +1%
KCM
822
Kendall Capital Management
Maryland
$533K +$533K +5,800 New
JIC
823
Joel Isaacson & Co
New York
$530K +$736 +8 +0.1%
KHCM
824
Kirtland Hills Capital Management
Ohio
$530K +$530K +5,767 New
FBC
825
Fairfield, Bush & Co
Connecticut
$530K -$460 -5 -0.1%
31 32
33
34 35