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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
FWI
876
Facet Wealth Inc
Maryland
$468K
GAA
877
Guardian Asset Advisors
Pennsylvania
$468K
NHT
878
New Hampshire Trust
New Hampshire
$466K
WC
879
Weil Company
California
$463K
AMCA
880
Arthur M. Cohen & Associates
Illinois
$462K
KPWG
881
KFA Private Wealth Group
Virginia
$462K
M1FG
882
Mach-1 Financial Group
Arkansas
$462K
JJBC
883
James J. Burns & Company
New York
$462K
EFG
884
Everhart Financial Group
Ohio
$461K
EGA
885
E&G Advisors
Texas
$460K
VR
886
Valued Retirements
Texas
$459K
CWM
887
Castle Wealth Management
Florida
$456K
NFC
888
Northeast Financial Consultants
Connecticut
$454K
MCM
889
M1 Capital Management
Michigan
$447K
FPW
890
Flagship Private Wealth
Massachusetts
$446K
FFC
891
First Financial Corp
Indiana
$445K
GSWM
892
Golden State Wealth Management
California
$444K
PL
893
Plancorp LLC
Missouri
$444K
CT
894
Colonial Trust
South Carolina
$444K
MA
895
Montag & Associates
Georgia
$442K
CI
896
Clal Insurance
Israel
$442K
LSPW
897
Lake Street Private Wealth
Illinois
$440K
RhumbLine Advisers
898
RhumbLine Advisers
Massachusetts
$439K
NCM
899
NCM Capital Management
New Jersey
$437K
STA
900
Summit Trail Advisors
New York
$437K