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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 %
PI
1226
Pettee Investors
Connecticut
$201K 2,184 +2,184 New
TWM
1227
Topsail Wealth Management
North Carolina
$191K 2,076 – –
TIAAOA
1228
Teachers Insurance & Annuity Association of America
New York
$190K 2,062 – –
PPC
1229
Park Place Capital
Alabama
$180K 1,941 -604 -24%
WC
1230
Westwind Capital
New Mexico
$179K 1,943 – –
MEG
1231
Millstone Evans Group
Colorado
$178K 1,932 -398 -17%
PWM
1232
Parkworth Wealth Management
California
$175K 1,898 +6 +0.3%
BA
1233
Ballast Advisors
Minnesota
$172K 1,873 -22 -1%
CAL
1234
Capital Advisors Ltd
Ohio
$169K 1,840 – –
IF
1235
Integrity Financial
Wyoming
$166K 1,805 – –
PPA
1236
Painted Porch Advisors
California
$166K 1,800 – –
LFA
1237
LGT Financial Advisors
Texas
$163K 1,767 +5 +0.3%
EWA
1238
EverSource Wealth Advisors
Alabama
$162K 1,761 -759 -30%
FIM
1239
FWL Investment Management
Texas
$162K 1,759 -50 -3%
HBW
1240
Hazlett, Burt & Watson
West Virginia
$160K 1,741 – –
ACB
1241
Aristotle Capital Boston
Massachusetts
$156K 1,692 -4,558 -73%
FWM
1242
FSA Wealth Management
Massachusetts
$155K 1,681 -30 -2%
RIL
1243
Rothschild Investment LLC
Illinois
$151K 1,638 – –
CICI
1244
Capital Investment Counsel Inc
North Carolina
$147K 1,598 +484 +43%
HPIA
1245
Hamilton Point Investment Advisors
North Carolina
$143K 1,555 -117 -7%
FAM
1246
Flaharty Asset Management
Florida
$142K 1,541 – –
CFO
1247
CVA Family Office
Colorado
$142K 1,539 – –
FFL
1248
Financial Freedom LLC
Ohio
$141K 1,533 +2 +0.1%
EDRH
1249
Edmond de Rothschild Holding
Switzerland
$140K 1,523 – –
MAFA
1250
MJT & Associates Financial Advisory
Minnesota
$138K 1,500 – –
48 49
50
51 52