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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
TFA
1101
Tobias Financial Advisors
Florida
$271K
FBT
1102
First Bank & Trust
South Dakota
$271K
TC
1103
TAGStone Capital
North Carolina
$271K
AF
1104
Apexium Financial
Texas
$270K
AWA
1105
Arete Wealth Advisors
Illinois
$269K
SWRP
1106
Summit Wealth & Retirement Planning
California
$269K
FAM
1107
Formidable Asset Management
Ohio
$269K
SB
1108
Strategic Blueprint
Georgia
$268K
XT
1109
XTX Topco
Cayman Islands
$267K
BCAM
1110
Boston Common Asset Management
Massachusetts
$267K
DIP
1111
Davis Investment Partners
North Carolina
$264K
PWP
1112
Principle Wealth Partners
Connecticut
$263K
MSFS
1113
Main Street Financial Solutions
Pennsylvania
$263K
SWM
1114
SeaCrest Wealth Management
New York
$262K
SC
1115
Scotia Capital
Ontario, Canada
$261K
EW
1116
Enzi Wealth
Texas
$260K
OWA
1117
Octavia Wealth Advisors
Ohio
$260K
TA
1118
TFG Advisers
Michigan
$260K
OMC
1119
Old Mission Capital
Illinois
$260K
CIBC World Market
1120
CIBC World Market
Ontario, Canada
$259K
TM
1121
TigerOak Management
New Mexico
$258K
SVWG
1122
Shared Vision Wealth Group
United States
$258K
AMM
1123
American Money Management
California
$258K
FG
1124
Fairman Group
Pennsylvania
$257K
TH
1125
TCTC Holdings
Texas
$257K