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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
CCT
951
Capital City Trust
Florida
$388K
NIM
952
Northeast Investment Management
Massachusetts
$387K
Prudential Financial
953
Prudential Financial
New Jersey
$386K
CCM
954
Colorado Capital Management
Colorado
$386K
CCC
955
Compass Capital Corp
Massachusetts
$386K
DWAM
956
Duncan Williams Asset Management
Tennessee
$385K
BZWA
957
Blue Zone Wealth Advisors
California
$384K
TC
958
Trust Company
Kansas
$384K
ST
959
Sentinel Trust
Texas
$383K
VCM
960
Versant Capital Management
Arizona
$381K
HPC
961
HM Payson & Co
Maine
$378K
KFP
962
KMG Fiduciary Partners
Ohio
$378K
BAAM
963
Baker Avenue Asset Management
California
$378K
AF
964
Arrow Financial
New York
$375K
LFS
965
Lutz Financial Services
Nebraska
$374K
AWM
966
Aprio Wealth Management
Georgia
$373K
SMI
967
Shelter Mutual Insurance
Missouri
$372K
PWA
968
Phoenix Wealth Advisors
North Carolina
$368K
RW
969
REDW Wealth
New Mexico
$368K
IWMA
970
Ironwood Wealth Management (Arizona)
Arizona
$368K
ABC
971
Associated Banc-Corp
Wisconsin
$368K
APP
972
Avantax Planning Partners
Iowa
$364K
PWA
973
Prairie Wealth Advisors
Nebraska
$364K
MFG
974
Magnus Financial Group
New York
$363K
SWA
975
Sax Wealth Advisors
New Jersey
$362K