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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
FDDB
1176
Fidelity D&D Bancorp
Pennsylvania
$228K
PWM
1177
Partners Wealth Management
California
$228K
NP
1178
Nilsine Partners
Colorado
$228K
BAM
1179
Bellevue Asset Management
Washington
$227K
VA
1180
Vident Advisory
Georgia
$227K
HWM
1181
Horizons Wealth Management
North Carolina
$227K
TCOV
1182
Trust Company of Vermont
Vermont
$226K
HWM
1183
HighMark Wealth Management
Minnesota
$225K
IIA
1184
Integrity Investment Advisors
Colorado
$225K
KWS
1185
Keystone Wealth Services
California
$225K
FFG
1186
Frisch Financial Group
New York
$224K
LA
1187
Legacy Advisors
Pennsylvania
$224K
HCM
1188
Hillman Capital Management
Maryland
$224K
EA
1189
Enclave Advisors
Texas
$224K
MFG
1190
Monte Financial Group
Connecticut
$223K
GWM
1191
GDS Wealth Management
Texas
$222K
HGA
1192
Hobbs Group Advisors
South Carolina
$222K
NA
1193
Novus Advisors
South Carolina
$221K
BWP
1194
Baldwin Wealth Partners
Massachusetts
$220K
DF
1195
Dunhill Financial
United Kingdom
$220K
HP
1196
Hilltop Partners
Indiana
$220K
RBC
1197
Romano Brothers & Co
Illinois
$218K
BAM
1198
Berkshire Asset Management
Pennsylvania
$218K
CCMI
1199
Creative Capital Management Investments
California
$218K
FG
1200
Fiduciary Group
Georgia
$218K