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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
B
151
Bailard
California
$12.1M
ATC
152
Argent Trust Co
Tennessee
$12.1M
FNT
153
First National Trust
Pennsylvania
$12.1M
VOYA Investment Management
154
VOYA Investment Management
Georgia
$11.9M
SC
155
Steph & Co
Wisconsin
$11.9M
RSWM
156
Robertson Stephens Wealth Management
California
$11.8M
TBWA
157
Three Bridge Wealth Advisors
California
$11.8M
MGIA
158
Moneta Group Investment Advisors
Missouri
$11.7M
VCA
159
Verdence Capital Advisors
Maryland
$11.1M
Susquehanna International Group
160
Susquehanna International Group
Pennsylvania
$10.9M
FHA
161
First Horizon Advisors
Tennessee
$10.7M
PCIA
162
Prime Capital Investment Advisors
Kansas
$10.6M
TMWM
163
Taylor & Morgan Wealth Management
Michigan
$10.6M
PG
164
Proffitt & Goodson
Tennessee
$10.6M
HCA
165
Heck Capital Advisors
Wisconsin
$10.5M
PFP
166
Pinnacle Financial Partners
Tennessee
$9.97M
BJL
167
Brighton Jones LLC
Washington
$9.95M
PGF
168
Plan Group Financial
Oklahoma
$9.92M
PWM
169
Perigon Wealth Management
California
$9.76M
CAM
170
Campion Asset Management
Virginia
$9.69M
AG
171
Ascent Group
Virginia
$9.64M
SIG
172
Stonegate Investment Group
Alabama
$9.5M
PWP
173
PrairieView Wealth Partners
Illinois
$9.33M
FNFDCM
174
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$9.11M
ATPW
175
Ashton Thomas Private Wealth
Arizona
$9.09M