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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 %
CFGW
1076
Chancellor Financial Group WB
Pennsylvania
$280K +$92 +1 +0%
MSWA
1077
Marshall & Sterling Wealth Advisors
New York
$280K
1IA
1078
1834 Investment Advisors
Wisconsin
$278K
UIA
1079
Ulland Investment Advisors
Minnesota
$278K
TA
1080
TPG Advisors
Illinois
$278K
LI
1081
LVZ Inc
Michigan
$277K +$47.5K +517 +21%
OPPS
1082
Obsidian Personal Planning Solutions
Maryland
$277K +$277K +3,015 New
PFA
1083
Pure Financial Advisors
California
$277K +$277K +3,012 New
Luther King Capital Management (LKCM)
1084
Luther King Capital Management (LKCM)
Texas
$276K -$226K
AIA
1085
Accelerate Investment Advisors
California
$276K +$276K +3,003 New
PCA
1086
Peddock Capital Advisors
Massachusetts
$276K -$11K -120 -4%
DFA
1087
DHJJ Financial Advisors
Illinois
$276K
THL
1088
Tillman Hartley LLC
Colorado
$276K +$276K +3,000 New
RHP
1089
Royal Harbor Partners
Texas
$275K +$3.59K +39 +1%
GWM
1090
GSB Wealth Management
Connecticut
$274K
GGS
1091
Galvin Gaustad & Stein
Arizona
$273K
PCH
1092
PGIM Custom Harvest
New Jersey
$272K -$123K -1,340 -31%
TFA
1093
Tobias Financial Advisors
Florida
$271K
FBT
1094
First Bank & Trust
South Dakota
$271K
TC
1095
TAGStone Capital
North Carolina
$271K
AF
1096
Apexium Financial
Texas
$270K +$644 +7 +0.2%
AWA
1097
Arete Wealth Advisors
Illinois
$269K -$8.28K -90 -3%
SWRP
1098
Summit Wealth & Retirement Planning
California
$269K
FAM
1099
Formidable Asset Management
Ohio
$269K
SB
1100
Strategic Blueprint
Georgia
$268K +$36.7K +399 +16%