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iShares Russell Mid-Cap ETF
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Overview Fund Activity

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
19.02%
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

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$570M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$6.38B
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$910M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$374M
5
Wells Fargo
5
Wells Fargo
California
$3.6B

Top Sellers

1
US Bancorp
1
US Bancorp
Minnesota
$1.28B
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$28.6M
3
Bank of America
3
Bank of America
North Carolina
$5.59B
4
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$328M
5
MFIM
5
Mesirow Financial Investment Management
Illinois
$50.3M
Name Market Value Shares Shares
Change 		Shares
Change %
ANB
101
Amarillo National Bank
Texas
$21.7M 236,098 +6,434 +3%
MIM
102
Miller Investment Management
Pennsylvania
$20.9M 226,917 -2,589 -1%
CWM
103
CCG Wealth Management
California
$20.3M 220,910 +12,932 +6%
BPA
104
Beacon Pointe Advisors
California
$20.2M 219,159 -27,742 -11%
CAM
105
Cresset Asset Management
Illinois
$20M 217,865 +57,892 +36%
BCWM
106
Bartlett & Co Wealth Management
Ohio
$19.5M 211,500 +1,018 +0.5%
FTWA
107
Fifth Third Wealth Advisors
Ohio
$19.2M 208,791 -5,687 -3%
WTC
108
WhitTier Trust Company
Nevada
$18.9M 205,120 +1,615 +0.8%
NA
109
NewEdge Advisors
Louisiana
$18.6M 202,346 +19,817 +11%
SWP
110
Stratos Wealth Partners
Ohio
$18.3M 198,673 -5,907 -3%
WT
111
Whittier Trust
California
$17M 185,101 -3,724 -2%
SCG
112
Sonata Capital Group
Washington
$17M 184,636 -113 -0.1%
PAG
113
Private Advisor Group
New Jersey
$17M 184,333 +997 +0.5%
PA
114
PFW Advisors
Georgia
$16.8M 183,040 -5,556 -3%
EH
115
Equitable Holdings
New York
$16.2M 176,467 +40,895 +30%
KOC
116
Koss-Olinger Consulting
Florida
$16.2M 176,176 -15,553 -8%
AWE
117
Avidian Wealth Enterprises
Texas
$16.1M 175,456 -2,366 -1%
Mercer Global Advisors
118
Mercer Global Advisors
Colorado
$16M 173,899 -35,038 -17%
P
119
&Partners
Tennessee
$16M 174,305 +6,352 +4%
WA
120
Waverly Advisors
Alabama
$15.9M 172,630 +4,219 +3%
CANC
121
Culbertson A N & Co
Virginia
$15.6M 169,916 -1,335 -0.8%
BF
122
BOK Financial
Oklahoma
$15.4M 167,557 -66 -0%
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$15.3M 166,871 +12,387 +8%
BFS
124
Bradley Foster & Sargent
Connecticut
$15.3M 166,295 +14,240 +9%
UW
125
Unique Wealth
Florida
$15.2M 165,799 +4,431 +3%
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5
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