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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,416 hedge funds and large institutions have $34.1B invested in iShares Russell Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 441 increasing their positions, 467 reducing their positions, and 47 closing their positions.

Holders
1,416
Holders Change
+61
Holders Change %
+4.5%
% of All Funds
19.02%
Holding in Top 10
60
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.23%
% of All Funds
0.81%
New
132
Increased
441
Reduced
467
Closed
47
Calls
$5.23M
Puts
$1.71M
Net Calls
+$3.52M
Net Calls Change
+$6.78M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$570M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$6.38B
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$910M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$374M
5
Wells Fargo
5
Wells Fargo
California
$3.6B

Top Sellers

1
US Bancorp
1
US Bancorp
Minnesota
$1.28B
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$28.6M
3
Bank of America
3
Bank of America
North Carolina
$5.59B
4
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$328M
5
MFIM
5
Mesirow Financial Investment Management
Illinois
$50.3M
Name Market Value Shares Shares
Change 		Shares
Change %
FFA
1401
Frazier Financial Advisors
Ohio
$3.59K 39 – –
HR
1402
Howe & Rusling
New York
$3.5K 38 +38 New
IHWM
1403
Iron Horse Wealth Management
Iowa
$3.04K 33 +33 New
TSMHT
1404
Thurston Springer Miller Herd & Titak
Indiana
$2.3K 25 +25 New
SIP
1405
Sellwood Investment Partners
Oregon
$2.21K 24 – –
AW
1406
Avion Wealth
Texas
$2K 22 – –
1L
1407
10Elms LLP
Oklahoma
$1.84K 20 – –
SAS
1408
Spurstone Advisory Services
Connecticut
$1.56K 17 – –
HI
1409
Horizon Investments
North Carolina
$1.47K 16 +16 New
NEWAS
1410
N.E.W. Advisory Services
Wisconsin
$1.29K 14 -344 -96%
CFG
1411
CKW Financial Group
Hawaii
$1K 7 +7 New
LCM
1412
Logan Capital Management
Pennsylvania
$920 10 – –
CAM
1413
Creekmur Asset Management
Illinois
$828 9 – –
LC
1414
Luminist Capital
Michigan
$741 8 – –
LCOV
1415
London Company of Virginia
Virginia
$596 6 +4 +200%
SFC
1416
SYM Financial Corp
Indiana
$472 5 – –
GWSA
1417
Global Wealth Strategies & Associates
Colorado
$184 2 -15 -88%
PLU
1418
Performa Ltd (US)
South Carolina
$92 1 – –
ACM
1419
Argent Capital Management
Missouri
– – -84,761 Closed
FCI
1420
Financial Counselors Inc
Kansas
– – -64,849 Closed
D.E. Shaw & Co
1421
D.E. Shaw & Co
New York
– – -14,210 Closed
SBH
1422
Segall Bryant & Hamill
Illinois
– – -12,416 Closed
BMCM
1423
Burns Matteson Capital Management
New York
– – -12,337 Closed
MHS
1424
M Holdings Securities
Oregon
– – -11,994 Closed
Select Equity Group
1425
Select Equity Group
New York
– – -11,749 Closed
55 56
57
58 59