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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
APP
976
Avantax Planning Partners
Iowa
$364K
PWA
977
Prairie Wealth Advisors
Nebraska
$364K
MFG
978
Magnus Financial Group
New York
$363K
SWA
979
Sax Wealth Advisors
New Jersey
$362K
FAIM
980
Financial Advocates Investment Management
Washington
$359K
FNA
981
First National Advisers
Nebraska
$359K
MFA
982
McClarren Financial Advisors
Pennsylvania
$358K
GPA
983
Guidance Point Advisors
Massachusetts
$358K
TWM
984
Tanager Wealth Management
United Kingdom
$357K
VNA
985
Valley National Advisers
Pennsylvania
$357K
LWMNY
986
Landmark Wealth Management (New York)
New York
$354K
BWP
987
Bernardo Wealth Planning
Pennsylvania
$353K
WW
988
Waterfront Wealth
Kansas
$352K
PPW
989
PACK Private Wealth
Minnesota
$352K
FA
990
Financial Alternatives
California
$351K
EA
991
Eclectic Associates
California
$350K
OL
992
Optas LLC
Texas
$349K
VFG
993
V2 Financial group
Illinois
$349K
FAI
994
Fiduciary Advisors Inc
Missouri
$349K
EWM
995
Evermay Wealth Management
Virginia
$348K
CAM
996
CPA Asset Management
Florida
$348K
CFS
997
CRA Financial Services
New Jersey
$347K
EL
998
EWA LLC
Pennsylvania
$346K
AEPWM
999
Atlantic Edge Private Wealth Management
Florida
$346K
RWM
1000
Rockwood Wealth Management
Pennsylvania
$344K