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iShares Russell Mid-Cap ETF
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Overview Fund Activity

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
19.02%
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

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$382M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$294M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$173M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$90.1M
5
Wells Fargo
Wells Fargo
California
+$84.7M

Top Sellers

1
US Bancorp
US Bancorp
Minnesota
-$497M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$352M
3
Bank of America
Bank of America
North Carolina
-$151M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$55.3M
5
MFIM
Mesirow Financial Investment Management
Illinois
-$52.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
XT
1101
XTX Topco
Cayman Islands
$267K +$267K +2,903 New
BCAM
1102
Boston Common Asset Management
Massachusetts
$267K – – –
DIP
1103
Davis Investment Partners
North Carolina
$264K – – –
PWP
1104
Principle Wealth Partners
Connecticut
$263K +$263K +2,860 New
MSFS
1105
Main Street Financial Solutions
Pennsylvania
$263K -$3.31K -36 -1%
SWM
1106
SeaCrest Wealth Management
New York
$262K +$262K +2,848 New
SC
1107
Scotia Capital
Ontario, Canada
$261K – – –
EW
1108
Enzi Wealth
Texas
$260K – – –
OWA
1109
Octavia Wealth Advisors
Ohio
$260K -$37.8K -411 -13%
TA
1110
TFG Advisers
Michigan
$260K -$3.13K -34 -1%
OMC
1111
Old Mission Capital
Illinois
$260K +$260K +2,824 New
CIBC World Market
1112
CIBC World Market
Ontario, Canada
$259K +$18.8K +204 +8%
TM
1113
TigerOak Management
New Mexico
$258K – – –
SVWG
1114
Shared Vision Wealth Group
United States
$258K -$6K -64 -2%
AMM
1115
American Money Management
California
$258K – – –
FG
1116
Fairman Group
Pennsylvania
$257K +$12K +130 +5%
TH
1117
TCTC Holdings
Texas
$257K – – –
ECM
1118
Exchange Capital Management
Michigan
$257K – – –
NA
1119
Nautilus Advisors
California
$257K +$92 +1 +0%
LSWP
1120
Liberty Square Wealth Partners
Pennsylvania
$256K – – –
CIAS
1121
CFS Investment Advisory Services
New Jersey
$255K -$21.9K -238 -8%
AWA
1122
Amplius Wealth Advisors
Pennsylvania
$254K +$254K +2,767 New
TWG
1123
The Wealth Group
Minnesota
$253K – – –
LF
1124
Lantz Financial
Illinois
$253K +$20.4K +222 +9%
SC
1125
Stephenson & Company
California
$253K -$9.2K -100 -4%
43 44
45
46 47