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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
19.03%
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 %
VFG
1001
Victory Financial Group
Texas
$335K
First Manhattan
1002
First Manhattan
New York
$335K -$87.4K -950 -21%
KWA
1003
Kingswood Wealth Advisors
California
$334K +$7.73K +84 +2%
OHWP
1004
Oak Harbor Wealth Partners
North Carolina
$333K
TAM
1005
Townsend Asset Management
North Carolina
$332K +$12.5K +136 +4%
RBWA
1006
RFG - Bristol Wealth Advisors
Massachusetts
$332K -$9.93K -108 -3%
HH
1007
Hilltop Holdings
Texas
$331K -$2.72M -29,559 -89%
PCM
1008
Poehling Capital Management
Wisconsin
$330K
MA
1009
Mutual Advisors
Nebraska
$329K +$57.9K +607 +21%
DSN
1010
D. Scott Neal
Kentucky
$327K
KCPG
1011
Kavar Capital Partners Group
Kansas
$327K
WCWM
1012
Willow Creek Wealth Management
California
$327K -$49.4K -537 -13%
HA
1013
Herold Advisors
New York
$326K -$133K -1,450 -29%
CA
1014
Crewe Advisors
Utah
$326K +$26.2K +285 +9%
UBV
1015
United Bank (Virginia)
Virginia
$325K
ST
1016
Spinnaker Trust
Maine
$324K
TDWM
1017
Topel & Distasi Wealth Management
California
$324K
HCM
1018
Howland Capital Management
Massachusetts
$323K
BGAI
1019
Bruce G. Allen Investments
Colorado
$322K +$920 +10 +0.3%
WI
1020
Wedgewood Investors
Pennsylvania
$321K -$17.9K -195 -5%
Chevy Chase Trust
1021
Chevy Chase Trust
Maryland
$318K
JBW
1022
Journey Beyond Wealth
Georgia
$317K
TW
1023
TritonPoint Wealth
Maryland
$314K +$184 +2 +0.1%
VBWMG
1024
Von Berge Wealth Management Group
California
$313K +$95 +1 +0%
APW
1025
Acima Private Wealth
Virginia
$313K