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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 %
FNT
151
First National Trust
Pennsylvania
$12.1M 131,059 +10,930 +9%
VOYA Investment Management
152
VOYA Investment Management
Georgia
$11.9M 129,049 -49,002 -28%
SC
153
Steph & Co
Wisconsin
$11.9M 128,882 +3,856 +3%
RSWM
154
Robertson Stephens Wealth Management
California
$11.8M 128,801 +6,689 +5%
TBWA
155
Three Bridge Wealth Advisors
California
$11.8M 128,412 -149 -0.1%
MGIA
156
Moneta Group Investment Advisors
Missouri
$11.7M 126,873 +2,723 +2%
VCA
157
Verdence Capital Advisors
Maryland
$11.1M 121,136 +8,840 +8%
FHA
158
First Horizon Advisors
Tennessee
$10.7M 116,117 -3,227 -3%
PCIA
159
Prime Capital Investment Advisors
Kansas
$10.6M 115,795 -17,783 -13%
TMWM
160
Taylor & Morgan Wealth Management
Michigan
$10.6M 115,764 +357 +0.3%
PG
161
Proffitt & Goodson
Tennessee
$10.6M 115,291 -1,083 -0.9%
HCA
162
Heck Capital Advisors
Wisconsin
$10.5M 114,518 +42,485 +59%
BJL
163
Brighton Jones LLC
Washington
$9.95M 108,225 +2,254 +2%
PGF
164
Plan Group Financial
Oklahoma
$9.92M 107,824 -18,842 -15%
PWM
165
Perigon Wealth Management
California
$9.76M 106,120 +684 +0.6%
CAM
166
Campion Asset Management
Virginia
$9.69M 105,360 -888 -0.8%
AG
167
Ascent Group
Virginia
$9.64M 104,787 +91,010 +661%
SIG
168
Stonegate Investment Group
Alabama
$9.5M 103,348 -9,111 -8%
PWP
169
PrairieView Wealth Partners
Illinois
$9.33M 101,499 +1,005 +1%
FNFDCM
170
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$9.11M 99,098 -3,394 -3%
ATPW
171
Ashton Thomas Private Wealth
Arizona
$9.09M 98,810 -46,538 -32%
WB
172
West Bancorporation
Iowa
$9.03M 98,183 -8,407 -8%
MCM
173
MV Capital Management
Maryland
$9.03M 98,182 -1,412 -1%
SFP
174
Strategic Financial Partners
Oregon
$9.03M 98,161 -20,114 -17%
TPI
175
Trust Point Inc
Wisconsin
$8.86M 96,356 -9,453 -9%
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