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iShares Russell Mid-Cap ETF
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Overview Fund Activity

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

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$382M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$294M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$173M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$90.1M
5
Wells Fargo
Wells Fargo
California
+$84.7M

Top Sellers

1
US Bancorp
US Bancorp
Minnesota
-$497M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$352M
3
Bank of America
Bank of America
North Carolina
-$151M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$55.3M
5
MFIM
Mesirow Financial Investment Management
Illinois
-$52.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
901
Betterment LLC
New York
$434K -$13K -141 -3%
LFA
902
Legacy Financial Advisors
Kentucky
$434K – – –
SP
903
Stonebrook Private
Michigan
$433K – – –
HFP
904
Holistic Financial Partners
Indiana
$433K – – –
LFG
905
Lockerman Financial Group
California
$433K +$433K +4,710 New
BIG
906
Brooklyn Investment Group
New York
$433K +$335K +5,380 +341%
4WM
907
49 Wealth Management
Texas
$432K +$1.29K +14 +0.3%
FMTCOCP
908
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$432K – – –
CB
909
Cadence Bank
Mississippi
$432K -$1.38K -15 -0.3%
RFA
910
Resurgent Financial Advisors
Georgia
$430K +$430K +4,675 New
BFM
911
Broadview Financial Management
Wisconsin
$430K -$4.14K -45 -1%
AFA
912
Antonelli Financial Advisors
Michigan
$428K -$4.78K -52 -1%
FCA
913
Fortis Capital Advisors
Kansas
$428K -$72.9K -793 -15%
SF
914
Summit Financial
New Jersey
$427K +$120K +1,309 +39%
LNB
915
Ledyard National Bank
$425K -$4.6K -50 -1%
CKAIS
916
Christensen King & Associates Investment Services
Washington
$425K +$184 +2 +0%
AF
917
Advisornet Financial
Minnesota
$423K +$35.5K +386 +9%
CWP
918
Corepath Wealth Partners
Arizona
$420K +$420K +4,479 New
PWM
919
PBMares Wealth Management
Virginia
$419K – – –
RWA
920
Redhawk Wealth Advisors
Minnesota
$418K +$12.2K +133 +3%
MAM
921
MWA Asset Management
Massachusetts
$417K -$45.5K -495 -10%
KWMG
922
King Wealth Management Group
Florida
$416K – – –
PFGIA
923
Patriot Financial Group Insurance Agency
Massachusetts
$412K +$21.5K +234 +6%
Deutsche Bank
924
Deutsche Bank
Germany
$412K -$26.7K -290 -6%
BA
925
Bridgewater Advisors
New York
$409K – – –
35 36
37
38 39