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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
BFS
126
Bradley Foster & Sargent
Connecticut
$15.3M
UW
127
Unique Wealth
Florida
$15.2M
PFM
128
Patton Fund Management
Texas
$15.2M
Bank of Nova Scotia
129
Bank of Nova Scotia
Ontario, Canada
$15.2M
FCBT
130
First Citizens Bank & Trust
North Carolina
$15.1M
LWM
131
LJI Wealth Management
Indiana
$15.1M
WC
132
Woodstock Corp
Massachusetts
$15.1M
FCP
133
Fidelis Capital Partners
Florida
$15M
CFO
134
Callan Family Office
Pennsylvania
$15M
BA
135
Bristlecone Advisors
Washington
$15M
MAG
136
Members Advisory Group
New York
$14.9M
AllianceBernstein
137
AllianceBernstein
Tennessee
$14.5M
FF
138
Fox Financial
Pennsylvania
$14.5M
BC
139
Bricktown Capital
Michigan
$14M
FEG
140
Fund Evaluation Group
Ohio
$13.8M
BIM
141
Bridges Investment Management
Nebraska
$13.6M
PWAM
142
Private Wealth Asset Management
Iowa
$13.4M
VA
143
VestGen Advisors
Illinois
$13M
UWPG
144
Ullmann Wealth Partners Group
Florida
$12.6M
William Blair & Company
145
William Blair & Company
Illinois
$12.6M
MNBTD
146
Moody National Bank Trust Division
Texas
$12.6M
ALA
147
Atlas Legacy Advisors
California
$12.5M
ONB
148
Old National Bancorp
Indiana
$12.5M
WTB
149
Washington Trust Bank
Washington
$12.4M
GF
150
GGM Financials
Ohio
$12.1M