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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
LIA
1001
LBMC Investment Advisors
Tennessee
$336K
AFTS
1002
American Financial & Tax Strategies
New York
$336K
VFG
1003
Victory Financial Group
Texas
$335K
First Manhattan
1004
First Manhattan
New York
$335K
KWA
1005
Kingswood Wealth Advisors
California
$334K
OHWP
1006
Oak Harbor Wealth Partners
North Carolina
$333K
TAM
1007
Townsend Asset Management
North Carolina
$332K
RBWA
1008
RFG - Bristol Wealth Advisors
Massachusetts
$332K
HH
1009
Hilltop Holdings
Texas
$331K
PCM
1010
Poehling Capital Management
Wisconsin
$330K
MA
1011
Mutual Advisors
Nebraska
$329K
DSN
1012
D. Scott Neal
Kentucky
$327K
KCPG
1013
Kavar Capital Partners Group
Kansas
$327K
WCWM
1014
Willow Creek Wealth Management
California
$327K
HA
1015
Herold Advisors
New York
$326K
CA
1016
Crewe Advisors
Utah
$326K
UBV
1017
United Bank (Virginia)
Virginia
$325K
ST
1018
Spinnaker Trust
Maine
$324K
TDWM
1019
Topel & Distasi Wealth Management
California
$324K
HCM
1020
Howland Capital Management
Massachusetts
$323K
BGAI
1021
Bruce G. Allen Investments
Colorado
$322K
WI
1022
Wedgewood Investors
Pennsylvania
$321K
Chevy Chase Trust
1023
Chevy Chase Trust
Maryland
$318K
JBW
1024
Journey Beyond Wealth
Georgia
$317K
TW
1025
TritonPoint Wealth
Maryland
$314K