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iShares Russell Mid-Cap ETF

1,424 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, 446 increasing their positions, 467 reducing their positions, and 47 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: 446 | Existing positions reduced: 467

3% less funds holding in top 10

Funds holding in top 10: 6260 (-2)

3.83% less ownership

Funds ownership: 83.09%79.25% (-3.8%)

Holders
1,424
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
FAM
1101
Formidable Asset Management
Ohio
$269K
SB
1102
Strategic Blueprint
Georgia
$268K
XT
1103
XTX Topco
Cayman Islands
$267K
BCAM
1104
Boston Common Asset Management
Massachusetts
$267K
DIP
1105
Davis Investment Partners
North Carolina
$264K
PWP
1106
Principle Wealth Partners
Connecticut
$263K
MSFS
1107
Main Street Financial Solutions
Pennsylvania
$263K
SWM
1108
SeaCrest Wealth Management
New York
$262K
SC
1109
Scotia Capital
Ontario, Canada
$261K
EW
1110
Enzi Wealth
Texas
$260K
OWA
1111
Octavia Wealth Advisors
Ohio
$260K
TA
1112
TFG Advisers
Michigan
$260K
OMC
1113
Old Mission Capital
Illinois
$260K
CIBC World Market
1114
CIBC World Market
Ontario, Canada
$259K
TM
1115
TigerOak Management
New Mexico
$258K
SVWG
1116
Shared Vision Wealth Group
United States
$258K
AMM
1117
American Money Management
California
$258K
FG
1118
Fairman Group
Pennsylvania
$257K
TH
1119
TCTC Holdings
Texas
$257K
ECM
1120
Exchange Capital Management
Michigan
$257K
NA
1121
Nautilus Advisors
California
$257K
LSWP
1122
Liberty Square Wealth Partners
Pennsylvania
$256K
CIAS
1123
CFS Investment Advisory Services
New Jersey
$255K
AWA
1124
Amplius Wealth Advisors
Pennsylvania
$254K
TWG
1125
The Wealth Group
Minnesota
$253K