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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
BFG
951
Bouchey Financial Group
New York
$388K
EPW
952
Endeavor Private Wealth
Kansas
$388K
MOS
953
MGO One Seven
Ohio
$388K
BWA
954
BlueChip Wealth Advisors
Georgia
$388K
CCT
955
Capital City Trust
Florida
$388K
NIM
956
Northeast Investment Management
Massachusetts
$387K
Prudential Financial
957
Prudential Financial
New Jersey
$386K
CCM
958
Colorado Capital Management
Colorado
$386K
CCC
959
Compass Capital Corp
Massachusetts
$386K
DWAM
960
Duncan Williams Asset Management
Tennessee
$385K
BZWA
961
Blue Zone Wealth Advisors
California
$384K
TC
962
Trust Company
Kansas
$384K
ST
963
Sentinel Trust
Texas
$383K
VCM
964
Versant Capital Management
Arizona
$381K
HPC
965
HM Payson & Co
Maine
$378K
KFP
966
KMG Fiduciary Partners
Ohio
$378K
BAAM
967
Baker Avenue Asset Management
California
$378K
AF
968
Arrow Financial
New York
$375K
LFS
969
Lutz Financial Services
Nebraska
$374K
AWM
970
Aprio Wealth Management
Georgia
$373K
SMI
971
Shelter Mutual Insurance
Missouri
$372K
PWA
972
Phoenix Wealth Advisors
North Carolina
$368K
RW
973
REDW Wealth
New Mexico
$368K
IWMA
974
Ironwood Wealth Management (Arizona)
Arizona
$368K
ABC
975
Associated Banc-Corp
Wisconsin
$368K