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iShares Russell Mid-Cap ETF

1,423 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, 446 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:

4% less repeat investments, than reductions

Existing positions increased: 446 | 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
1,423
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
HWP
1301
Highline Wealth Partners
California
$67.9K
GJIA
1302
Glass Jacobson Investment Advisors
Maryland
$66.3K
QT
1303
Quantbot Technologies
New York
$64.3K
QWM
1304
Quaker Wealth Management
New Jersey
$63.1K
HFS
1305
Hughes Financial Services
Virginia
$62.3K
ACA
1306
American Capital Advisory
Idaho
$62.1K
MAS
1307
MPWM Advisory Solutions
Georgia
$61.8K
RWM
1308
Rialto Wealth Management
New York
$61.3K
W
1309
WealthCollab
Washington
$61.1K
NC
1310
North Capital
Utah
$60.6K
CFO
1311
Colony Family Offices
North Carolina
$58.7K
EWA
1312
EQ Wealth Advisors
Texas
$55.5K
MFA
1313
Morling Financial Advisors
California
$55.2K
CWM
1314
Copia Wealth Management
Oregon
$53.7K
PCA
1315
Providence Capital Advisors
North Carolina
$53.4K
TFA
1316
Transamerica Financial Advisors
Florida
$53K
MIA
1317
Milestone Investment Advisors
Wisconsin
$51.7K
WWM
1318
Woodside Wealth Management
Massachusetts
$51.5K
BMM
1319
Berkshire Money Management
Massachusetts
$50.9K
PWMG
1320
Private Wealth Management Group
New Jersey
$47.6K
GC
1321
Garde Capital
Washington
$47.5K
FGC
1322
Financial Gravity Companies
Texas
$47.2K
CMA
1323
Cedar Mountain Advisors
Oregon
$46.8K
RIA
1324
Realta Investment Advisors
Delaware
$46.3K
NMG
1325
New Millennium Group
Utah
$46.1K