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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 %
PFM
126
Patton Fund Management
Texas
$15.2M 165,655 +3,707 +2%
Bank of Nova Scotia
127
Bank of Nova Scotia
Ontario, Canada
$15.2M 165,398 – –
FCBT
128
First Citizens Bank & Trust
North Carolina
$15.1M 164,390 +14,924 +10%
LWM
129
LJI Wealth Management
Indiana
$15.1M 164,069 +3,098 +2%
WC
130
Woodstock Corp
Massachusetts
$15.1M 163,843 -2,182 -1%
FCP
131
Fidelis Capital Partners
Florida
$15M 161,228 -330 -0.2%
CFO
132
Callan Family Office
Pennsylvania
$15M 163,125 +1,301 +0.8%
BA
133
Bristlecone Advisors
Washington
$15M 163,022 -13,709 -8%
MAG
134
Members Advisory Group
New York
$14.9M 161,855 -43,532 -21%
AllianceBernstein
135
AllianceBernstein
Tennessee
$14.5M 157,542 +13,898 +10%
FF
136
Fox Financial
Pennsylvania
$14.5M 157,525 +1,768 +1%
BC
137
Bricktown Capital
Michigan
$14M 152,264 – –
FEG
138
Fund Evaluation Group
Ohio
$13.8M 150,016 -1,252 -0.8%
BIM
139
Bridges Investment Management
Nebraska
$13.6M 147,810 +1,086 +0.7%
PWAM
140
Private Wealth Asset Management
Iowa
$13.4M 145,750 +3,361 +2%
VA
141
VestGen Advisors
Illinois
$13M 140,970 -3,208 -2%
UWPG
142
Ullmann Wealth Partners Group
Florida
$12.6M 137,186 +38,744 +39%
William Blair & Company
143
William Blair & Company
Illinois
$12.6M 137,031 -5,404 -4%
MNBTD
144
Moody National Bank Trust Division
Texas
$12.6M 136,702 -1,177 -0.9%
ALA
145
Atlas Legacy Advisors
California
$12.5M 136,082 -17,975 -12%
ONB
146
Old National Bancorp
Indiana
$12.5M 135,960 +20,349 +18%
WTB
147
Washington Trust Bank
Washington
$12.4M 134,375 -8 -0%
GF
148
GGM Financials
Ohio
$12.1M 131,832 +8,406 +7%
B
149
Bailard
California
$12.1M 131,412 -7,070 -5%
ATC
150
Argent Trust Co
Tennessee
$12.1M 131,368 +33,335 +34%
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6
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