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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
19.02%
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 %
AMCA
876
Arthur M. Cohen & Associates
Illinois
$462K +$736 +8 +0.2%
KPWG
877
KFA Private Wealth Group
Virginia
$462K -$9.93K -108 -2%
M1FG
878
Mach-1 Financial Group
Arkansas
$462K -$15.8K -172 -3%
JJBC
879
James J. Burns & Company
New York
$462K -$79K -859 -15%
EFG
880
Everhart Financial Group
Ohio
$461K
EGA
881
E&G Advisors
Texas
$460K
VR
882
Valued Retirements
Texas
$459K
CWM
883
Castle Wealth Management
Florida
$456K
NFC
884
Northeast Financial Consultants
Connecticut
$454K -$117K -1,276 -21%
MCM
885
M1 Capital Management
Michigan
$447K
FPW
886
Flagship Private Wealth
Massachusetts
$446K +$1.75K +19 +0.4%
FFC
887
First Financial Corp
Indiana
$445K
GSWM
888
Golden State Wealth Management
California
$444K +$22.1K +240 +5%
PL
889
Plancorp LLC
Missouri
$444K -$368 -4 -0.1%
CT
890
Colonial Trust
South Carolina
$444K
MA
891
Montag & Associates
Georgia
$442K -$180K -1,960 -29%
CI
892
Clal Insurance
Israel
$442K
LSPW
893
Lake Street Private Wealth
Illinois
$440K -$57K -620 -11%
RhumbLine Advisers
894
RhumbLine Advisers
Massachusetts
$439K -$1.07M -11,640 -71%
NCM
895
NCM Capital Management
New Jersey
$437K
STA
896
Summit Trail Advisors
New York
$437K +$437K +4,747 New
I
897
InvesTrust
Oklahoma
$436K
JFG
898
Jefferies Financial Group
New York
$436K
BWP
899
Burling Wealth Partners
Illinois
$435K -$20.7K -225 -5%
CTA
900
Colonial Trust Advisors
South Carolina
$435K