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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
AWAG
1051
ARS Wealth Advisors Group
Florida
$300K
DA
1052
Detalus Advisors
Missouri
$299K
GIA
1053
GHP Investment Advisors
Colorado
$297K
AG
1054
AlTi Global
New York
$296K
WC
1055
Waterloo Capital
Texas
$296K
SSA
1056
Schonfeld Strategic Advisors
New York
$294K
VDI
1057
Vaughan David Investments
Illinois
$294K
CAG
1058
Centerpoint Advisory Group
Kansas
$293K
OS
1059
Objectivity Squared
South Carolina
$293K
RTC
1060
Riverview Trust Company
Washington
$292K
MFG
1061
Midwest Financial Group
Kansas
$292K
DPI
1062
Diversified Portfolios Inc
Michigan
$290K
PWW
1063
Pettyjohn Wood & White
Virginia
$290K
SFC
1064
Strategic Financial Concepts
Texas
$289K
National Bank of Canada
1065
National Bank of Canada
Quebec, Canada
$288K
HFS
1066
Heritage Financial Services
Massachusetts
$288K
ORC
1067
O'Rourke & Company
Massachusetts
$287K
EBT
1068
Enterprise Bank & Trust
Massachusetts
$287K
EA
1069
Emerald Advisors
Washington
$287K
PAW
1070
Plan A Wealth
Nebraska
$286K
GOCP
1071
Great Oak Capital Partners
Massachusetts
$286K
CA
1072
Clune & Associates
Illinois
$285K
TCTWM
1073
Three Cord True Wealth Management
Pennsylvania
$285K
AIA
1074
Arbor Investment Advisors
North Carolina
$285K
PFW
1075
Petros Family Wealth
Minnesota
$285K