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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
WCM
801
Windsor Capital Management
Arizona
$567K
WWP
802
Wise Wealth Partners
Arizona
$567K
HCM
803
Hollencrest Capital Management
California
$563K
FFM
804
Forum Financial Management
Illinois
$561K
SIC
805
Sterling Investment Counsel
New York
$560K
SA
806
Sovran Advisors
California
$557K
RCM
807
Richardson Capital Management
Wisconsin
$552K
FAT
808
First American Trust
California
$551K
MA
809
MJP Associates
Connecticut
$551K
EIA
810
Edgemoor Investment Advisors
Maryland
$548K
Allspring Global Investments
811
Allspring Global Investments
North Carolina
$547K
FWIA
812
Fort Washington Investment Advisors
Ohio
$547K
PNC
813
Park National Corp
Ohio
$546K
SAS
814
SMI Advisory Services
Indiana
$546K
BI
815
Bolthouse Investments
California
$544K
BPC
816
Bearing Point Capital
Minnesota
$544K
BCM
817
Brookstone Capital Management
Illinois
$543K
VIA
818
Vickerman Investment Advisors
Washington
$543K
QCM
819
QRG Capital Management
Illinois
$543K
PB
820
Pinnacle Bancorp
Nebraska
$541K
TCOTS
821
Trust Company of the South
North Carolina
$541K
FPCG
822
Forum Private Client Group
Indiana
$536K
KCM
823
Kendall Capital Management
Maryland
$533K
JIC
824
Joel Isaacson & Co
New York
$530K
KHCM
825
Kirtland Hills Capital Management
Ohio
$530K