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iShares Russell Mid-Cap ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
IDBONY
851
Israel Discount Bank of New York
New York
$498K -$65.9K -717 -12%
WRPWM
852
Werba Rubin Papier Wealth Management
California
$497K +$497K +5,408 New
GKIM
853
GW&K Investment Management
Massachusetts
$495K +$22.8K +248 +5%
FNBTCON
854
First National Bank & Trust Co of Newtown
Pennsylvania
$491K
AWA
855
Arbor Wealth Advisors
Michigan
$491K
HCA
856
Harbour Capital Advisors
Virginia
$490K
ET
857
Equitable Trust
Tennessee
$490K -$11.8K -128 -2%
EWA
858
Encompass Wealth Advisors
Oregon
$488K +$1.2K +13 +0.2%
IF
859
Intrua Financial
Texas
$487K
BPWM
860
BCS Private Wealth Management
New Jersey
$485K +$485K +5,270 New
CA
861
CoreCap Advisors
Michigan
$483K +$5.98K +65 +1%
IAIM
862
International Assets Investment Management
Florida
$482K -$79.3K -862 -14%
AssetMark Inc
863
AssetMark Inc
California
$477K +$189K +2,053 +65%
CNTOF
864
Canandaigua National Trust of Florida
New York
$476K -$1.84K -20 -0.4%
SCM
865
SOL Capital Management
Maryland
$476K
HCC
866
Hirtle Callaghan & Co
Pennsylvania
$473K
AWM
867
AAF Wealth Management
Massachusetts
$473K -$21.2K -230 -4%
LI
868
LMCG Investments
Massachusetts
$472K
CAG
869
Crestwood Advisors Group
Massachusetts
$472K +$177K +1,923 +60%
BWA
870
Bordeaux Wealth Advisors
California
$471K
DFC
871
DBK Financial Counsel
Ohio
$470K
FWI
872
Facet Wealth Inc
Maryland
$468K +$200K +2,137 +75%
GAA
873
Guardian Asset Advisors
Pennsylvania
$468K +$1.11K +12 +0.2%
NHT
874
New Hampshire Trust
New Hampshire
$466K
WC
875
Weil Company
California
$463K