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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
MHIC
1076
Marble Harbor Investment Counsel
Massachusetts
$285K
MLRA
1077
Main Line Retirement Advisors
Montana
$285K
SWP
1078
Strategic Wealth Partners
Ohio
$284K
HCP
1079
Holt Capital Partners
Texas
$284K
PAM
1080
Peak Asset Management
Colorado
$283K
FCB
1081
First County Bank
Connecticut
$281K
WCG
1082
Weaver Consulting Group
California
$281K
CFGW
1083
Chancellor Financial Group WB
Pennsylvania
$280K
MSWA
1084
Marshall & Sterling Wealth Advisors
New York
$280K
1IA
1085
1834 Investment Advisors
Wisconsin
$278K
UIA
1086
Ulland Investment Advisors
Minnesota
$278K
TA
1087
TPG Advisors
Illinois
$278K
LI
1088
LVZ Inc
Michigan
$277K
OPPS
1089
Obsidian Personal Planning Solutions
Maryland
$277K
PFA
1090
Pure Financial Advisors
California
$277K
Luther King Capital Management (LKCM)
1091
Luther King Capital Management (LKCM)
Texas
$276K
AIA
1092
Accelerate Investment Advisors
California
$276K
PCA
1093
Peddock Capital Advisors
Massachusetts
$276K
DFA
1094
DHJJ Financial Advisors
Illinois
$276K
THL
1095
Tillman Hartley LLC
Colorado
$276K
RHP
1096
Royal Harbor Partners
Texas
$275K
GWM
1097
GSB Wealth Management
Connecticut
$274K
GGS
1098
Galvin Gaustad & Stein
Arizona
$273K
T
1099
Tableaux
Massachusetts
$272K
PCH
1100
PGIM Custom Harvest
New Jersey
$272K