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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
WI
1026
Wedgewood Investors
Pennsylvania
$321K
Chevy Chase Trust
1027
Chevy Chase Trust
Maryland
$318K
JBW
1028
Journey Beyond Wealth
Georgia
$317K
TW
1029
TritonPoint Wealth
Maryland
$314K
VBWMG
1030
Von Berge Wealth Management Group
California
$313K
APW
1031
Acima Private Wealth
Virginia
$313K
QC
1032
Quadrature Capital
United Kingdom
$313K
GFA
1033
Gallagher Fiduciary Advisors
Illinois
$312K
MAS
1034
Madden Advisory Services
Florida
$312K
USB
1035
Union Savings Bank
Connecticut
$312K
TW
1036
Towerpoint Wealth
California
$311K
RWP
1037
Revolve Wealth Partners
New Jersey
$309K
NPT
1038
Nixon Peabody Trust
Massachusetts
$308K
BFO
1039
Biltmore Family Office
North Carolina
$308K
KA
1040
Kure Advisory
Minnesota
$307K
UCB
1041
United Community Bank
South Carolina
$304K
GIA
1042
Guyasuta Investment Advisors
Pennsylvania
$304K
SFMG
1043
Sage Financial Management Group
Virginia
$303K
PCS
1044
Personal CFO Solutions
New Jersey
$302K
FFL
1045
Future Fund LLC
Illinois
$302K
ABWM
1046
Alpine Bank Wealth Management
Colorado
$302K
MIC
1047
Meridian Investment Counsel
California
$301K
RFS
1048
Richardson Financial Services
Massachusetts
$300K
PA
1049
Parkside Advisors
California
$300K
PF
1050
PlanWiser Financial
Colorado
$300K