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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
JIC
826
Joel Isaacson & Co
New York
$530K
KHCM
827
Kirtland Hills Capital Management
Ohio
$530K
FBC
828
Fairfield, Bush & Co
Connecticut
$530K
DAS
829
Dynamic Advisor Solutions
Arizona
$530K
MPCL
830
My Personal CFO LLC
Washington
$526K
FCH
831
Freestone Capital Holdings
Washington
$525K
WP
832
Westmount Partners
California
$525K
AFP
833
Alpha Financial Partners
Kentucky
$524K
PAM
834
Palisade Asset Management
Minnesota
$524K
CCP
835
Clarity Capital Partners
California
$522K
BAS
836
Brueske Advisory Services
Washington
$520K
NB
837
Nicolet Bankshares
Wisconsin
$519K
SWA
838
SFMG Wealth Advisors
Texas
$518K
MIM
839
Macroview Investment Management
Maryland
$517K
TFM
840
TFC Financial Management
Massachusetts
$515K
SCP
841
Stevens Capital Partners
Nebraska
$515K
SCA
842
Sandy Cove Advisors
Massachusetts
$513K
SL
843
Salomon & Ludwin
Virginia
$511K
PAS
844
PKS Advisory Services
New York
$510K
AQR Capital Management
845
AQR Capital Management
Connecticut
$509K
ACM
846
AlphaStar Capital Management
North Carolina
$508K
GLA
847
Good Life Advisors
Pennsylvania
$506K
BWA
848
Blodgett Wealth Advisors
California
$503K
FCM
849
Fourpath Capital Management
Oklahoma
$503K
CSC
850
Caldwell Sutter Capital
California
$503K