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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
19.03%
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

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$570M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$6.38B
3
Bank of New York Mellon
Bank of New York Mellon
New York
$910M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$374M
5
Wells Fargo
Wells Fargo
California
$3.6B

Top Sellers

1
US Bancorp
US Bancorp
Minnesota
$1.28B
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$28.6M
3
Bank of America
Bank of America
North Carolina
$5.59B
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$328M
5
MFIM
Mesirow Financial Investment Management
Illinois
$50.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSA
1151
Marino Stram & Associates
Massachusetts
$237K -$9.93K -108 -4%
MCI
1152
MRP Capital Investments
Georgia
$236K – – –
HNWA
1153
Henrickson Nauta Wealth Advisors
Michigan
$236K -$3.31K -36 -1%
PSF
1154
Pacific Sun Financial
California
$236K – – –
FFA
1155
Founders Financial Alliance
North Carolina
$235K -$251K -2,731 -52%
AC
1156
Asio Capital
Kentucky
$235K – – –
BFS
1157
BridgePort Financial Solutions
Iowa
$233K +$233K +2,531 New
SIG
1158
Sky Investment Group
Connecticut
$232K -$230K – –
AIS
1159
Accredited Investor Services
Minnesota
$232K – – –
MIAS
1160
Mason Investment Advisory Services
Virginia
$232K +$92 +1 +0%
IP
1161
Ignite Planners
California
$232K – – –
CCFM
1162
Clear Creek Financial Management
Washington
$232K – – –
VRM
1163
Vectors Research Management
New York
$231K – – –
ATC
1164
Adirondack Trust Company
New York
$230K -$106K -1,154 -32%
AIP
1165
ARS Investment Partners
New York
$230K – – –
AOWM
1166
Alpha Omega Wealth Management
Virginia
$230K – – –
AT
1167
American Trust
Kentucky
$228K +$228K +2,483 New
FDDB
1168
Fidelity D&D Bancorp
Pennsylvania
$228K -$38K -413 -14%
PWM
1169
Partners Wealth Management
California
$228K – – –
NP
1170
Nilsine Partners
Colorado
$228K +$228K +2,474 New
BAM
1171
Bellevue Asset Management
Washington
$227K +$7.54K +82 +3%
VA
1172
Vident Advisory
Georgia
$227K – – –
HWM
1173
Horizons Wealth Management
North Carolina
$227K -$5.24K -57 -2%
TCOV
1174
Trust Company of Vermont
Vermont
$226K – – –
HWM
1175
HighMark Wealth Management
Minnesota
$225K -$25K -272 -10%
45 46
47
48 49