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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
I
901
InvesTrust
Oklahoma
$436K
JFG
902
Jefferies Financial Group
New York
$436K
BWP
903
Burling Wealth Partners
Illinois
$435K
CTA
904
Colonial Trust Advisors
South Carolina
$435K
Betterment LLC
905
Betterment LLC
New York
$434K
LFA
906
Legacy Financial Advisors
Kentucky
$434K
SP
907
Stonebrook Private
Michigan
$433K
HFP
908
Holistic Financial Partners
Indiana
$433K
LFG
909
Lockerman Financial Group
California
$433K
BIG
910
Brooklyn Investment Group
New York
$433K
4WM
911
49 Wealth Management
Texas
$432K
FMTCOCP
912
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$432K
CB
913
Cadence Bank
Mississippi
$432K
RFA
914
Resurgent Financial Advisors
Georgia
$430K
BFM
915
Broadview Financial Management
Wisconsin
$430K
AFA
916
Antonelli Financial Advisors
Michigan
$428K
FCA
917
Fortis Capital Advisors
Kansas
$428K
SF
918
Summit Financial
New Jersey
$427K
LNB
919
Ledyard National Bank
$425K
CKAIS
920
Christensen King & Associates Investment Services
Washington
$425K
AF
921
Advisornet Financial
Minnesota
$423K
CWP
922
Corepath Wealth Partners
Arizona
$420K
PWM
923
PBMares Wealth Management
Virginia
$419K
RWA
924
Redhawk Wealth Advisors
Minnesota
$418K
MAM
925
MWA Asset Management
Massachusetts
$417K