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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
CTA
901
Colonial Trust Advisors
South Carolina
$435K
Betterment LLC
902
Betterment LLC
New York
$434K
LFA
903
Legacy Financial Advisors
Kentucky
$434K
HFP
904
Holistic Financial Partners
Indiana
$433K
SP
905
Stonebrook Private
Michigan
$433K
LFG
906
Lockerman Financial Group
California
$433K
BIG
907
Brooklyn Investment Group
New York
$433K
4WM
908
49 Wealth Management
Texas
$432K
FMTCOCP
909
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$432K
CB
910
Cadence Bank
Mississippi
$432K
RFA
911
Resurgent Financial Advisors
Georgia
$430K
BFM
912
Broadview Financial Management
Wisconsin
$430K
AFA
913
Antonelli Financial Advisors
Michigan
$428K
FCA
914
Fortis Capital Advisors
Kansas
$428K
SF
915
Summit Financial
New Jersey
$427K
LNB
916
Ledyard National Bank
$425K
CKAIS
917
Christensen King & Associates Investment Services
Washington
$425K
AF
918
Advisornet Financial
Minnesota
$423K
CWP
919
Corepath Wealth Partners
Arizona
$420K
PWM
920
PBMares Wealth Management
Virginia
$419K
RWA
921
Redhawk Wealth Advisors
Minnesota
$418K
MAM
922
MWA Asset Management
Massachusetts
$417K
KWMG
923
King Wealth Management Group
Florida
$416K
PFGIA
924
Patriot Financial Group Insurance Agency
Massachusetts
$412K
Deutsche Bank
925
Deutsche Bank
Germany
$412K