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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 %
VDI
1051
Vaughan David Investments
Illinois
$294K
CAG
1052
Centerpoint Advisory Group
Kansas
$293K +$293K +3,190 New
OS
1053
Objectivity Squared
South Carolina
$293K +$828 +9 +0.3%
RTC
1054
Riverview Trust Company
Washington
$292K
MFG
1055
Midwest Financial Group
Kansas
$292K +$292K +3,175 New
DPI
1056
Diversified Portfolios Inc
Michigan
$290K
PWW
1057
Pettyjohn Wood & White
Virginia
$290K +$290K +3,149 New
SFC
1058
Strategic Financial Concepts
Texas
$289K -$1.15M -12,484 -80%
National Bank of Canada
1059
National Bank of Canada
Quebec, Canada
$288K -$49.3K -536 -15%
HFS
1060
Heritage Financial Services
Massachusetts
$288K +$10.5K +114 +4%
ORC
1061
O'Rourke & Company
Massachusetts
$287K
EBT
1062
Enterprise Bank & Trust
Massachusetts
$287K
EA
1063
Emerald Advisors
Washington
$287K
GOCP
1064
Great Oak Capital Partners
Massachusetts
$286K +$1.68K +18 +0.6%
CA
1065
Clune & Associates
Illinois
$285K +$285K +3,104 New
TCTWM
1066
Three Cord True Wealth Management
Pennsylvania
$285K
AIA
1067
Arbor Investment Advisors
North Carolina
$285K
PFW
1068
Petros Family Wealth
Minnesota
$285K
MHIC
1069
Marble Harbor Investment Counsel
Massachusetts
$285K
MLRA
1070
Main Line Retirement Advisors
Montana
$285K +$828 +9 +0.3%
SWP
1071
Strategic Wealth Partners
Ohio
$284K +$284K +3,091 New
HCP
1072
Holt Capital Partners
Texas
$284K
PAM
1073
Peak Asset Management
Colorado
$283K
FCB
1074
First County Bank
Connecticut
$281K -$5.15K -56 -2%
WCG
1075
Weaver Consulting Group
California
$281K