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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
Wellington Management Group
1451
Wellington Management Group
Massachusetts
CFG
1452
Clayton Financial Group
Missouri
NCTC
1453
New Covenant Trust Company
Indiana
TVAMP
1454
Tennessee Valley Asset Management Partners
Tennessee
SWA
1455
Serenus Wealth Advisors
California
MPW
1456
Magnolia Private Wealth
Pennsylvania
APA
1457
Astoria Portfolio Advisors
New York
Balyasny Asset Management
1458
Balyasny Asset Management
Illinois
VF
1459
Vawter Financial
Ohio
RW
1460
Ridgeline Wealth
Arizona
CWC
1461
Carolinas Wealth Consulting
North Carolina
VBA
1462
von Borstel & Associates
Oregon
LWANC
1463
Laurel Wealth Advisors (North Carolina)
North Carolina
PWM
1464
Palacios Wealth Management
Florida
FAM
1465
Flaharty Asset Management
Florida
BT
1466
Banque Transatlantique
France
SFG
1467
Stonebridge Financial Group
Pennsylvania
MIM
1468
Marshall Investment Management
Colorado
RAM
1469
Riggs Asset Management
Pennsylvania
SIM
1470
Synergy Investment Management
Florida
GWM
1471
Graybill Wealth Management
Illinois
WF
1472
Wayfinding Financial
Washington
MCA
1473
Midwest Capital Advisors
Michigan
WA
1474
Whipplewood Advisors
Colorado
RCA
1475
Runnymede Capital Advisors
Ohio