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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
VBWMG
1026
Von Berge Wealth Management Group
California
$313K
APW
1027
Acima Private Wealth
Virginia
$313K
QC
1028
Quadrature Capital
United Kingdom
$313K
GFA
1029
Gallagher Fiduciary Advisors
Illinois
$312K
MAS
1030
Madden Advisory Services
Florida
$312K
USB
1031
Union Savings Bank
Connecticut
$312K
TW
1032
Towerpoint Wealth
California
$311K
RWP
1033
Revolve Wealth Partners
New Jersey
$309K
NPT
1034
Nixon Peabody Trust
Massachusetts
$308K
BFO
1035
Biltmore Family Office
North Carolina
$308K
KA
1036
Kure Advisory
Minnesota
$307K
UCB
1037
United Community Bank
South Carolina
$304K
GIA
1038
Guyasuta Investment Advisors
Pennsylvania
$304K
SFMG
1039
Sage Financial Management Group
Virginia
$303K
PCS
1040
Personal CFO Solutions
New Jersey
$302K
FFL
1041
Future Fund LLC
Illinois
$302K
ABWM
1042
Alpine Bank Wealth Management
Colorado
$302K
MIC
1043
Meridian Investment Counsel
California
$301K
RFS
1044
Richardson Financial Services
Massachusetts
$300K
PA
1045
Parkside Advisors
California
$300K
PF
1046
PlanWiser Financial
Colorado
$300K
AWAG
1047
ARS Wealth Advisors Group
Florida
$300K
DA
1048
Detalus Advisors
Missouri
$299K
GIA
1049
GHP Investment Advisors
Colorado
$297K
AG
1050
AlTi Global
New York
$296K