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iShares Russell Mid-Cap ETF

1,422 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, 445 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:

5% less repeat investments, than reductions

Existing positions increased: 445 | 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
1,422
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
MIM
103
Miller Investment Management
Pennsylvania
$20.9M
CWM
104
CCG Wealth Management
California
$20.3M
BPA
105
Beacon Pointe Advisors
California
$20.2M
CAM
106
Cresset Asset Management
Illinois
$20M
BCWM
107
Bartlett & Co Wealth Management
Ohio
$19.5M
FTWA
108
Fifth Third Wealth Advisors
Ohio
$19.2M
WTC
109
WhitTier Trust Company
Nevada
$18.9M
NA
110
NewEdge Advisors
Louisiana
$18.6M
SWP
111
Stratos Wealth Partners
Ohio
$18.3M
WT
112
Whittier Trust
California
$17M
SCG
113
Sonata Capital Group
Washington
$17M
PAG
114
Private Advisor Group
New Jersey
$17M
PA
115
PFW Advisors
Georgia
$16.8M
EH
116
Equitable Holdings
New York
$16.2M
KOC
117
Koss-Olinger Consulting
Florida
$16.2M
AWE
118
Avidian Wealth Enterprises
Texas
$16.1M
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
$16M
P
120
&Partners
Tennessee
$16M
WA
121
Waverly Advisors
Alabama
$15.9M
CANC
122
Culbertson A N & Co
Virginia
$15.6M
BF
123
BOK Financial
Oklahoma
$15.4M
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
$15.3M
BFS
125
Bradley Foster & Sargent
Connecticut
$15.3M