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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
KWMG
926
King Wealth Management Group
Florida
$416K
IWA
927
Invera Wealth Advisors
Oregon
$416K
PFGIA
928
Patriot Financial Group Insurance Agency
Massachusetts
$412K
Deutsche Bank
929
Deutsche Bank
Germany
$412K
BA
930
Bridgewater Advisors
New York
$409K
HWM
931
Hohimer Wealth Management
Washington
$409K
Members Trust
932
Members Trust
Florida
$409K
CCA
933
Checchi Capital Advisers
California
$409K
IPW
934
Impact Partnership Wealth
Georgia
$408K
BTD
935
BankPlus Trust Department
Mississippi
$408K
KP
936
Keel Point
Alabama
$408K
WP
937
WealthShield Partners
North Carolina
$407K
AA
938
Advisory Alpha
Michigan
$406K
HCM
939
HMS Capital Management
Tennessee
$404K
IA
940
IFG Advisory
Georgia
$401K
AAS
941
Ameritas Advisory Services
Nebraska
$399K
BB
942
Bell Bank
North Dakota
$398K
TI
943
Truepoint Inc
Ohio
$397K
VAG
944
VisionPoint Advisory Group
Texas
$395K
LWMM
945
Legacy Wealth Management (Mississippi)
Mississippi
$394K
RA
946
RFG Advisory
Alabama
$392K
NRI
947
NFP Retirement Inc
California
$391K
CBOR
948
Community Bank of Raymore
Missouri
$389K
MIM
949
MTM Investment Management
South Carolina
$389K
FDCDDQ
950
Federation des caisses Desjardins du Quebec
Quebec, Canada
$388K