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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
DPW
1201
DiNuzzo Private Wealth
Pennsylvania
$214K
TWM
1202
Tradition Wealth Management
Minnesota
$214K
CIA
1203
Compass Ion Advisors
Pennsylvania
$213K
P
1204
Pitcairn
Pennsylvania
$213K
OFS
1205
OneAscent Financial Services
Alabama
$212K
WG
1206
Welch Group
Alabama
$212K
AIM
1207
Athena Investment Management
California
$211K
RWM
1208
Ritholtz Wealth Management
New York
$211K
BFWA
1209
Benchmark Financial Wealth Advisors
Florida
$210K
OW
1210
Olistico Wealth
Oklahoma
$210K
MIA
1211
MainStreet Investment Advisors
Illinois
$210K
PPH
1212
Pure Portfolios Holdings
Oregon
$210K
CWS
1213
Confluence Wealth Services
Pennsylvania
$210K
1CP
1214
17 Capital Partners
Arizona
$209K
First Trust Advisors
1215
First Trust Advisors
Illinois
$207K
PFG
1216
Premier Financial Group
California
$207K
TI
1217
Trexquant Investment
Connecticut
$206K
BCMLT
1218
Beacon Capital Management LLC (Tennessee)
Tennessee
$206K
SOS
1219
Silver Oak Securities
Tennessee
$205K
FCM
1220
Firestone Capital Management
Florida
$205K
MCCP
1221
Mission Creek Capital Partners
California
$204K
SFO
1222
Stokes Family Office
Louisiana
$203K
ICP
1223
Impact Capital Partners
Colorado
$203K
FAC
1224
Financial Advisory Corporation
Michigan
$202K
HIS
1225
Horizon Investment Services
Indiana
$202K