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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
BONH
1326
Bank of New Hampshire
New Hampshire
$46K
CMP
1327
Coston McIsaac & Partners
Maine
$45K
AWM
1328
AllSquare Wealth Management
New York
$44.1K
KFI
1329
Key Financial Inc
Pennsylvania
$43.4K
RA
1330
Rise Advisors
New York
$43.3K
APW
1331
Atlantic Private Wealth
North Carolina
$42.9K
PWM
1332
Provident Wealth Management
Tennessee
$42.3K
PCFFS
1333
Pacific Center for Financial Services
California
$41.2K
VNIM
1334
Vaughan Nelson Investment Management
Texas
$40.1K
OLVIG
1335
Oliver Lagore Vanvalin Investment Group
Michigan
$39.8K
CBT
1336
Crews Bank & Trust
Florida
$39.1K
MFT
1337
Moisand Fitzgerald Tamayo
Florida
$38.4K
AWM
1338
Atticus Wealth Management
Florida
$38.2K
LWMI
1339
Legacy Wealth Management (Idaho)
Idaho
$37.7K
LIS
1340
Legacy Investment Solutions
Idaho
$37.7K
MWM
1341
Mascoma Wealth Management
New Hampshire
$37.3K
TCM
1342
Traub Capital Management
Massachusetts
$36.8K
CFD
1343
Creative Financial Designs
Indiana
$36.6K
WWM
1344
Wolff Wiese Magana
California
$36.6K
PWA
1345
Physician Wealth Advisors
Utah
$36.2K
HT
1346
Headlands Technologies
Illinois
$36.1K
BIM
1347
Breakwater Investment Management
Washington
$35.7K
CPA
1348
Cardiff Park Advisors
California
$34.9K
FCAS
1349
First Command Advisory Services
Texas
$33.7K
HC
1350
Hoese & Co
Minnesota
$33.7K