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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
FCM
1226
Firestone Capital Management
Florida
$205K
MCCP
1227
Mission Creek Capital Partners
California
$204K
SFO
1228
Stokes Family Office
Louisiana
$203K
ICP
1229
Impact Capital Partners
Colorado
$203K
FAC
1230
Financial Advisory Corporation
Michigan
$202K
HIS
1231
Horizon Investment Services
Indiana
$202K
TPWA
1232
Twin Peaks Wealth Advisors
California
$202K
CHJWM
1233
Carlton Hofferkamp & Jenks Wealth Management
Texas
$201K
FWM
1234
Fingerlakes Wealth Management
New York
$201K
MWM
1235
Marion Wealth Management
Pennsylvania
$201K
NPF
1236
Norris Perne & French
Michigan
$201K
PI
1237
Pettee Investors
Connecticut
$201K
TWM
1238
Topsail Wealth Management
North Carolina
$191K
TIAAOA
1239
Teachers Insurance & Annuity Association of America
New York
$190K
PPC
1240
Park Place Capital
Alabama
$180K
WC
1241
Westwind Capital
New Mexico
$179K
MEG
1242
Millstone Evans Group
Colorado
$178K
PWM
1243
Parkworth Wealth Management
California
$175K
BA
1244
Ballast Advisors
Minnesota
$172K
CAL
1245
Capital Advisors Ltd
Ohio
$169K
IF
1246
Integrity Financial
Wyoming
$166K
PPA
1247
Painted Porch Advisors
California
$166K
LFA
1248
LGT Financial Advisors
Texas
$163K
EWA
1249
EverSource Wealth Advisors
Alabama
$162K
FIM
1250
FWL Investment Management
Texas
$162K