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iShares Russell Mid-Cap ETF

1,416 hedge funds and large institutions have $34.1B invested in iShares Russell Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 441 increasing their positions, 467 reducing their positions, and 47 closing their positions.

Holders
1,416
Holders Change
+61
Holders Change %
+4.5%
% of All Funds
19.01%
Holding in Top 10
60
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.23%
% of All Funds
0.81%
New
132
Increased
441
Reduced
467
Closed
47
Calls
$5.23M
Puts
$1.71M
Net Calls
+$3.52M
Net Calls Change
+$6.78M
Name Market Value Shares Shares
Change
Shares
Change %
WG
1201
Welch Group
Alabama
$212K 2,304 +2,304 New
AIM
1202
Athena Investment Management
California
$211K 2,299 +2,299 New
RWM
1203
Ritholtz Wealth Management
New York
$211K 2,299 -504 -18%
BFWA
1204
Benchmark Financial Wealth Advisors
Florida
$210K 2,288 +2,288 New
OW
1205
Olistico Wealth
Oklahoma
$210K 2,285 -3 -0.1%
MIA
1206
MainStreet Investment Advisors
Illinois
$210K 2,283 +2,283 New
PPH
1207
Pure Portfolios Holdings
Oregon
$210K 2,282 -195 -8%
CWS
1208
Confluence Wealth Services
Pennsylvania
$210K 2,280 +2,280 New
1CP
1209
17 Capital Partners
Arizona
$209K 2,277 +2,277 New
First Trust Advisors
1210
First Trust Advisors
Illinois
$207K 2,254 -996 -31%
PFG
1211
Premier Financial Group
California
$207K 2,208 +2,208 New
TI
1212
Trexquant Investment
Connecticut
$206K 2,245 +2,245 New
BCMLT
1213
Beacon Capital Management LLC (Tennessee)
Tennessee
$206K 2,244 +220 +11%
SOS
1214
Silver Oak Securities
Tennessee
$205K 2,227 +2,227 New
FCM
1215
Firestone Capital Management
Florida
$205K 2,224 +2,224 New
MCCP
1216
Mission Creek Capital Partners
California
$204K 2,217 +2,217 New
SFO
1217
Stokes Family Office
Louisiana
$203K 2,208 +2,208 New
ICP
1218
Impact Capital Partners
Colorado
$203K 2,205 +2,205 New
FAC
1219
Financial Advisory Corporation
Michigan
$202K 2,200 +2,200 New
HIS
1220
Horizon Investment Services
Indiana
$202K 2,198 +2,198 New
TPWA
1221
Twin Peaks Wealth Advisors
California
$202K 2,147 +2,147 New
CHJWM
1222
Carlton Hofferkamp & Jenks Wealth Management
Texas
$201K 2,136 +2,136 New
FWM
1223
Fingerlakes Wealth Management
New York
$201K 2,189 +2,189 New
MWM
1224
Marion Wealth Management
Pennsylvania
$201K 2,188 +2,188 New
NPF
1225
Norris Perne & French
Michigan
$201K 2,187 +2,187 New