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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
+$382M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$294M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$173M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$90.1M
5
Wells Fargo
Wells Fargo
California
+$84.7M

Top Sellers

1
US Bancorp
US Bancorp
Minnesota
-$497M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$352M
3
Bank of America
Bank of America
North Carolina
-$151M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$55.3M
5
MFIM
Mesirow Financial Investment Management
Illinois
-$52.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
826
Dynamic Advisor Solutions
Arizona
$530K -$11.8K -128 -2%
MPCL
827
My Personal CFO LLC
Washington
$526K +$276 +3 +0.1%
FCH
828
Freestone Capital Holdings
Washington
$525K +$55K +598 +12%
WP
829
Westmount Partners
California
$525K – – –
AFP
830
Alpha Financial Partners
Kentucky
$524K -$15.5K -168 -3%
PAM
831
Palisade Asset Management
Minnesota
$524K -$1.01K -11 -0.2%
CCP
832
Clarity Capital Partners
California
$522K – – –
BAS
833
Brueske Advisory Services
Washington
$520K – – –
NB
834
Nicolet Bankshares
Wisconsin
$519K +$3.68K +40 +0.7%
SWA
835
SFMG Wealth Advisors
Texas
$518K – – –
MIM
836
Macroview Investment Management
Maryland
$517K +$32.1K +349 +7%
TFM
837
TFC Financial Management
Massachusetts
$515K – – –
SCP
838
Stevens Capital Partners
Nebraska
$515K +$39.1K +419 +8%
SCA
839
Sandy Cove Advisors
Massachusetts
$513K -$59K -641 -10%
SL
840
Salomon & Ludwin
Virginia
$511K – – –
PAS
841
PKS Advisory Services
New York
$510K -$10.3K -112 -2%
AQR Capital Management
842
AQR Capital Management
Connecticut
$509K +$509K +5,537 New
ACM
843
AlphaStar Capital Management
North Carolina
$508K +$508K +5,529 New
GLA
844
Good Life Advisors
Pennsylvania
$506K +$131K +1,428 +35%
BWA
845
Blodgett Wealth Advisors
California
$503K – – –
FCM
846
Fourpath Capital Management
Oklahoma
$503K – – –
CSC
847
Caldwell Sutter Capital
California
$503K -$18.4K -200 -4%
JPWM
848
Jamison Private Wealth Management
Georgia
$501K – – –
RFA
849
Register Financial Advisors
Georgia
$501K +$10K +109 +2%
FHA
850
Flagship Harbor Advisors
Massachusetts
$499K -$9.84K -107 -2%
32 33
34
35 36