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iShares Russell Mid-Cap ETF

1,424 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, 446 increasing their positions, 467 reducing their positions, and 47 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: 446 | Existing positions reduced: 467

3% less funds holding in top 10

Funds holding in top 10: 6260 (-2)

3.83% less ownership

Funds ownership: 83.09%79.25% (-3.8%)

Holders
1,424
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
WC
876
Weil Company
California
$463K
AMCA
877
Arthur M. Cohen & Associates
Illinois
$462K
KPWG
878
KFA Private Wealth Group
Virginia
$462K
M1FG
879
Mach-1 Financial Group
Arkansas
$462K
JJBC
880
James J. Burns & Company
New York
$462K
EFG
881
Everhart Financial Group
Ohio
$461K
EGA
882
E&G Advisors
Texas
$460K
VR
883
Valued Retirements
Texas
$459K
CWM
884
Castle Wealth Management
Florida
$456K
NFC
885
Northeast Financial Consultants
Connecticut
$454K
MCM
886
M1 Capital Management
Michigan
$447K
FPW
887
Flagship Private Wealth
Massachusetts
$446K
FFC
888
First Financial Corp
Indiana
$445K
GSWM
889
Golden State Wealth Management
California
$444K
PL
890
Plancorp LLC
Missouri
$444K
CT
891
Colonial Trust
South Carolina
$444K
MA
892
Montag & Associates
Georgia
$442K
CI
893
Clal Insurance
Israel
$442K
LSPW
894
Lake Street Private Wealth
Illinois
$440K
RhumbLine Advisers
895
RhumbLine Advisers
Massachusetts
$439K
NCM
896
NCM Capital Management
New Jersey
$437K
STA
897
Summit Trail Advisors
New York
$437K
I
898
InvesTrust
Oklahoma
$436K
JFG
899
Jefferies Financial Group
New York
$436K
BWP
900
Burling Wealth Partners
Illinois
$435K