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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
TCOV
1176
Trust Company of Vermont
Vermont
$226K
HWM
1177
HighMark Wealth Management
Minnesota
$225K
IIA
1178
Integrity Investment Advisors
Colorado
$225K
KWS
1179
Keystone Wealth Services
California
$225K
FFG
1180
Frisch Financial Group
New York
$224K
LA
1181
Legacy Advisors
Pennsylvania
$224K
HCM
1182
Hillman Capital Management
Maryland
$224K
EA
1183
Enclave Advisors
Texas
$224K
MFG
1184
Monte Financial Group
Connecticut
$223K
GWM
1185
GDS Wealth Management
Texas
$222K
HGA
1186
Hobbs Group Advisors
South Carolina
$222K
NA
1187
Novus Advisors
South Carolina
$221K
BWP
1188
Baldwin Wealth Partners
Massachusetts
$220K
DF
1189
Dunhill Financial
United Kingdom
$220K
HP
1190
Hilltop Partners
Indiana
$220K
RBC
1191
Romano Brothers & Co
Illinois
$218K
BAM
1192
Berkshire Asset Management
Pennsylvania
$218K
CCMI
1193
Creative Capital Management Investments
California
$218K
FG
1194
Fiduciary Group
Georgia
$218K
AC
1195
Apella Capital
Connecticut
$218K
BG
1196
Bollard Group
Massachusetts
$217K
CMP
1197
Courage Miller Partners
Virginia
$216K
WCM
1198
Warburton Capital Management
Oklahoma
$215K
TSWM
1199
Tyler-Stone Wealth Management
Ohio
$215K
FCIM
1200
Fairview Capital Investment Management
California
$214K