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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 %
SG
176
StoneX Group
New York
$8.83M 96,049 +7,821 +9%
FSC
177
Full Sail Capital
Oklahoma
$8.83M 95,988 +15,133 +19%
LPAM
178
Lodestar Private Asset Management
California
$8.82M 95,864 +2,421 +3%
SAM
179
Sawgrass Asset Management
Florida
$8.69M 94,494 +50 +0.1%
GFG
180
Goldstone Financial Group
Illinois
$8.53M 90,984 -1,066 -1%
SQA
181
Simon Quick Advisors
New Jersey
$8.47M 92,073 -4,461 -5%
HPM
182
Hoxton Planning & Management
West Virginia
$8.46M 91,969 +1,855 +2%
HTC
183
Haverford Trust Company
Pennsylvania
$8.33M 90,605 -5,103 -5%
GIM
184
Glenmede Investment Management
Pennsylvania
$8.02M 87,202 +87,202 New
TLA
185
Tanglewood Legacy Advisors
Texas
$7.98M 86,820 -2,547 -3%
IC
186
IEQ Capital
California
$7.97M 86,647 +2,199 +3%
IBOK
187
Independence Bank of Kentucky
Kentucky
$7.94M 86,298 -1,941 -2%
NW
188
NewEdge Wealth
Pennsylvania
$7.9M 84,826 +3,421 +4%
DT
189
Diversified Trust
Tennessee
$7.79M 84,697 -1,712 -2%
VFA
190
Valeo Financial Advisors
Indiana
$7.76M 84,387 +58,307 +224%
SC
191
Savant Capital
Illinois
$7.65M 83,196 -295 -0.4%
RWP
192
RWA Wealth Partners
Massachusetts
$7.64M 83,083 -179 -0.2%
FB
193
Fulton Bank
Pennsylvania
$7.59M 82,516 +385 +0.5%
TCB
194
Texas Capital Bancshares
Texas
$7.52M 81,795 -1,167 -1%
BWFA
195
Baltimore-Washington Financial Advisors
Maryland
$7.52M 81,786 -2,532 -3%
PPWM
196
Paragon Private Wealth Management
Kentucky
$7.48M 81,327 +2,101 +3%
SWP
197
Summit Wealth Partners
Florida
$7.42M 80,730 -4,986 -6%
MWA
198
Moser Wealth Advisors
Washington
$7.42M 80,704 -4,196 -5%
GT
199
Greenleaf Trust
Michigan
$7.35M 79,962 -2,798 -3%
PAS
200
Park Avenue Securities
New York
$7.31M 79,490 +71,834 +938%
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