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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
PWA
1276
Provenance Wealth Advisors
Florida
$117K
MFC
1277
Mechanics Financial Corp
Ohio
$113K
M
1278
MOTCO
Texas
$113K
LWCFA
1279
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$111K
MA
1280
Marquette Associates
Illinois
$110K
AIM
1281
Anchor Investment Management
South Carolina
$107K
TC
1282
Truvestments Capital
Florida
$105K
FP
1283
Financial Perspectives
Minnesota
$99.7K
MYIA
1284
Mount Yale Investment Advisors
Colorado
$99.5K
WFA
1285
West Financial Advisors
Iowa
$95.6K
AIA
1286
Arcadia Investment Advisors
Idaho
$95.5K
KHC
1287
Koesten Hirschmann & Crabtree
Kansas
$92K
AT
1288
Avalon Trust
New Mexico
$92K
Harris Associates
1289
Harris Associates
Illinois
$91.9K
CT
1290
Clearstead Trust
Maine
$91.6K
CFP
1291
Comprehensive Financial Planning
Pennsylvania
$91.3K
LWA
1292
Lowe Wealth Advisors
Maryland
$88.1K
HFS
1293
Hopwood Financial Services
Virginia
$86.9K
WTA
1294
Washington Trust Advisors
Massachusetts
$85.6K
RI
1295
Ridgewood Investments
New Jersey
$85.3K
MAM
1296
Morse Asset Management
Connecticut
$84.7K
PSB
1297
Piscataqua Savings Bank
New Hampshire
$82.8K
ADL
1298
Asset Dedication LLC
California
$81.6K
RF
1299
Rossby Financial
Florida
$80.2K
BWL
1300
Bogart Wealth LLC
Virginia
$78.2K