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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
JPWM
851
Jamison Private Wealth Management
Georgia
$501K
RFA
852
Register Financial Advisors
Georgia
$501K
FHA
853
Flagship Harbor Advisors
Massachusetts
$499K
IDBONY
854
Israel Discount Bank of New York
New York
$498K
WRPWM
855
Werba Rubin Papier Wealth Management
California
$497K
GKIM
856
GW&K Investment Management
Massachusetts
$495K
WMA
857
William Mack & Associates
Michigan
$493K
FNBTCON
858
First National Bank & Trust Co of Newtown
Pennsylvania
$491K
AWA
859
Arbor Wealth Advisors
Michigan
$491K
HCA
860
Harbour Capital Advisors
Virginia
$490K
ET
861
Equitable Trust
Tennessee
$490K
EWA
862
Encompass Wealth Advisors
Oregon
$488K
IF
863
Intrua Financial
Texas
$487K
BPWM
864
BCS Private Wealth Management
New Jersey
$485K
CA
865
CoreCap Advisors
Michigan
$483K
IAIM
866
International Assets Investment Management
Florida
$482K
AssetMark Inc
867
AssetMark Inc
California
$477K
CNTOF
868
Canandaigua National Trust of Florida
New York
$476K
SCM
869
SOL Capital Management
Maryland
$476K
HCC
870
Hirtle Callaghan & Co
Pennsylvania
$473K
AWM
871
AAF Wealth Management
Massachusetts
$473K
LI
872
LMCG Investments
Massachusetts
$472K
CAG
873
Crestwood Advisors Group
Massachusetts
$472K
BWA
874
Bordeaux Wealth Advisors
California
$471K
DFC
875
DBK Financial Counsel
Ohio
$470K