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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
HBW
1251
Hazlett, Burt & Watson
West Virginia
$160K
ACB
1252
Aristotle Capital Boston
Massachusetts
$156K
FWM
1253
FSA Wealth Management
Massachusetts
$155K
RIL
1254
Rothschild Investment LLC
Illinois
$151K
CICI
1255
Capital Investment Counsel Inc
North Carolina
$147K
HPIA
1256
Hamilton Point Investment Advisors
North Carolina
$143K
CFO
1257
CVA Family Office
Colorado
$142K
FFL
1258
Financial Freedom LLC
Ohio
$141K
EDRH
1259
Edmond de Rothschild Holding
Switzerland
$140K
MAFA
1260
MJT & Associates Financial Advisory
Minnesota
$138K
NRC
1261
New Republic Capital
North Carolina
$135K
LI
1262
LRI Investments
Florida
$134K
CB
1263
CNB Bank
Pennsylvania
$131K
CTC
1264
Cetera Trust Company
Minnesota
$131K
CIAS
1265
Capital Investment Advisory Services
North Carolina
$131K
HNW
1266
High Note Wealth
Minnesota
$130K
MWM
1267
MorganRosel Wealth Management
Colorado
$129K
CP
1268
Covenant Partners
Tennessee
$126K
MFC
1269
Morris Financial Concepts
South Carolina
$125K
AG
1270
AmeriFlex Group
Nevada
$125K
EWP
1271
Elevation Wealth Partners
California
$124K
NRG
1272
Nemes Rush Group
Michigan
$122K
GEA
1273
Glen Eagle Advisors
New Jersey
$119K
DWM
1274
Darwin Wealth Management
Florida
$117K
VWWMG
1275
Vermillion & White Wealth Management Group
Pennsylvania
$117K