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iShares Russell Mid-Cap ETF

1,423 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
1,423
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
TWM
1151
Thrive Wealth Management
Pennsylvania
$238K
SXL
1152
Summit X LLC
Missouri
$237K
MSA
1153
Marino Stram & Associates
Massachusetts
$237K
MCI
1154
MRP Capital Investments
Georgia
$236K
HNWA
1155
Henrickson Nauta Wealth Advisors
Michigan
$236K
PSF
1156
Pacific Sun Financial
California
$236K
FFA
1157
Founders Financial Alliance
North Carolina
$235K
AC
1158
Asio Capital
Kentucky
$235K
BFS
1159
BridgePort Financial Solutions
Iowa
$233K
SIG
1160
Sky Investment Group
Connecticut
$232K
AIS
1161
Accredited Investor Services
Minnesota
$232K
MIAS
1162
Mason Investment Advisory Services
Virginia
$232K
IP
1163
Ignite Planners
California
$232K
CCFM
1164
Clear Creek Financial Management
Washington
$232K
VRM
1165
Vectors Research Management
New York
$231K
ATC
1166
Adirondack Trust Company
New York
$230K
AIP
1167
ARS Investment Partners
New York
$230K
AOWM
1168
Alpha Omega Wealth Management
Virginia
$230K
AT
1169
American Trust
Kentucky
$228K
FDDB
1170
Fidelity D&D Bancorp
Pennsylvania
$228K
PWM
1171
Partners Wealth Management
California
$228K
NP
1172
Nilsine Partners
Colorado
$228K
BAM
1173
Bellevue Asset Management
Washington
$227K
VA
1174
Vident Advisory
Georgia
$227K
HWM
1175
Horizons Wealth Management
North Carolina
$227K