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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
FAIM
976
Financial Advocates Investment Management
Washington
$359K
FNA
977
First National Advisers
Nebraska
$359K
MFA
978
McClarren Financial Advisors
Pennsylvania
$358K
GPA
979
Guidance Point Advisors
Massachusetts
$358K
TWM
980
Tanager Wealth Management
United Kingdom
$357K
VNA
981
Valley National Advisers
Pennsylvania
$357K
LWMNY
982
Landmark Wealth Management (New York)
New York
$354K
BWP
983
Bernardo Wealth Planning
Pennsylvania
$353K
WW
984
Waterfront Wealth
Kansas
$352K
PPW
985
PACK Private Wealth
Minnesota
$352K
FA
986
Financial Alternatives
California
$351K
EA
987
Eclectic Associates
California
$350K
OL
988
Optas LLC
Texas
$349K
VFG
989
V2 Financial group
Illinois
$349K
FAI
990
Fiduciary Advisors Inc
Missouri
$349K
EWM
991
Evermay Wealth Management
Virginia
$348K
CAM
992
CPA Asset Management
Florida
$348K
CFS
993
CRA Financial Services
New Jersey
$347K
EL
994
EWA LLC
Pennsylvania
$346K
AEPWM
995
Atlantic Edge Private Wealth Management
Florida
$346K
RWM
996
Rockwood Wealth Management
Pennsylvania
$344K
MMPW
997
Mitchell McLeod Pugh & Williams
Alabama
$342K
WCM
998
Winthrop Capital Management
Indiana
$342K
ICM
999
IMS Capital Management
Oregon
$340K
JWM
1000
JGP Wealth Management
Oregon
$339K