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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
FFN
101
Focus Financial Network
Minnesota
$21.9M
ANB
102
Amarillo National Bank
Texas
$21.7M
SA
103
Sanctuary Advisors
Indiana
$21.4M
MIM
104
Miller Investment Management
Pennsylvania
$20.9M
CWM
105
CCG Wealth Management
California
$20.3M
BPA
106
Beacon Pointe Advisors
California
$20.2M
CAM
107
Cresset Asset Management
Illinois
$20M
BCWM
108
Bartlett & Co Wealth Management
Ohio
$19.5M
FTWA
109
Fifth Third Wealth Advisors
Ohio
$19.2M
WTC
110
WhitTier Trust Company
Nevada
$18.9M
NA
111
NewEdge Advisors
Louisiana
$18.6M
SWP
112
Stratos Wealth Partners
Ohio
$18.3M
WT
113
Whittier Trust
California
$17M
SCG
114
Sonata Capital Group
Washington
$17M
PAG
115
Private Advisor Group
New Jersey
$17M
PA
116
PFW Advisors
Georgia
$16.8M
EH
117
Equitable Holdings
New York
$16.2M
KOC
118
Koss-Olinger Consulting
Florida
$16.2M
AWE
119
Avidian Wealth Enterprises
Texas
$16.1M
Mercer Global Advisors
120
Mercer Global Advisors
Colorado
$16M
P
121
&Partners
Tennessee
$16M
WA
122
Waverly Advisors
Alabama
$15.9M
CANC
123
Culbertson A N & Co
Virginia
$15.6M
BF
124
BOK Financial
Oklahoma
$15.4M
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$15.3M