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iShares Russell Mid-Cap ETF

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
19.02%
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
Name Holding Trade Value Shares
Change
Shares
Change %
NIM
951
Northeast Investment Management
Massachusetts
$387K -$15.3K -166 -4%
Prudential Financial
952
Prudential Financial
New Jersey
$386K -$340K -3,700 -47%
CCM
953
Colorado Capital Management
Colorado
$386K
CCC
954
Compass Capital Corp
Massachusetts
$386K +$386K +4,162 New
DWAM
955
Duncan Williams Asset Management
Tennessee
$385K -$460 -5 -0.1%
BZWA
956
Blue Zone Wealth Advisors
California
$384K +$3.31K +36 +0.9%
TC
957
Trust Company
Kansas
$384K -$80.9K -880 -17%
ST
958
Sentinel Trust
Texas
$383K
VCM
959
Versant Capital Management
Arizona
$381K
KFP
960
KMG Fiduciary Partners
Ohio
$378K +$920 +10 +0.2%
BAAM
961
Baker Avenue Asset Management
California
$378K +$6.07K +66 +2%
AF
962
Arrow Financial
New York
$375K
LFS
963
Lutz Financial Services
Nebraska
$374K
AWM
964
Aprio Wealth Management
Georgia
$373K +$1.1K +12 +0.3%
SMI
965
Shelter Mutual Insurance
Missouri
$372K +$372K +4,050 New
PWA
966
Phoenix Wealth Advisors
North Carolina
$368K
RW
967
REDW Wealth
New Mexico
$368K
IWMA
968
Ironwood Wealth Management (Arizona)
Arizona
$368K -$85.7K -932 -19%
ABC
969
Associated Banc-Corp
Wisconsin
$368K -$44.8K -487 -11%
APP
970
Avantax Planning Partners
Iowa
$364K
PWA
971
Prairie Wealth Advisors
Nebraska
$364K
MFG
972
Magnus Financial Group
New York
$363K -$6.16K -67 -2%
SWA
973
Sax Wealth Advisors
New Jersey
$362K +$17K +185 +5%
FAIM
974
Financial Advocates Investment Management
Washington
$359K -$176K -1,912 -33%
FNA
975
First National Advisers
Nebraska
$359K