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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
AC
1201
Apella Capital
Connecticut
$218K
BG
1202
Bollard Group
Massachusetts
$217K
CMP
1203
Courage Miller Partners
Virginia
$216K
WCM
1204
Warburton Capital Management
Oklahoma
$215K
TSWM
1205
Tyler-Stone Wealth Management
Ohio
$215K
FCIM
1206
Fairview Capital Investment Management
California
$214K
DPW
1207
DiNuzzo Private Wealth
Pennsylvania
$214K
TWM
1208
Tradition Wealth Management
Minnesota
$214K
CIA
1209
Compass Ion Advisors
Pennsylvania
$213K
P
1210
Pitcairn
Pennsylvania
$213K
OFS
1211
OneAscent Financial Services
Alabama
$212K
WG
1212
Welch Group
Alabama
$212K
AIM
1213
Athena Investment Management
California
$211K
RWM
1214
Ritholtz Wealth Management
New York
$211K
BFWA
1215
Benchmark Financial Wealth Advisors
Florida
$210K
OW
1216
Olistico Wealth
Oklahoma
$210K
MIA
1217
MainStreet Investment Advisors
Illinois
$210K
PPH
1218
Pure Portfolios Holdings
Oregon
$210K
CWS
1219
Confluence Wealth Services
Pennsylvania
$210K
1CP
1220
17 Capital Partners
Arizona
$209K
First Trust Advisors
1221
First Trust Advisors
Illinois
$207K
PFG
1222
Premier Financial Group
California
$207K
TI
1223
Trexquant Investment
Connecticut
$206K
BCMLT
1224
Beacon Capital Management LLC (Tennessee)
Tennessee
$206K
SOS
1225
Silver Oak Securities
Tennessee
$205K