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iShares Russell Mid-Cap ETF

1,423 hedge funds and large institutions have $34.4B invested in iShares Russell Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 133 funds opening new positions, 446 increasing their positions, 467 reducing their positions, and 47 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: 446 | Existing positions reduced: 467

3% less funds holding in top 10

Funds holding in top 10: 6260 (-2)

3.83% less ownership

Funds ownership: 83.09%79.25% (-3.8%)

Holders
1,423
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
SFP
176
Strategic Financial Partners
Oregon
$9.03M
TPI
177
Trust Point Inc
Wisconsin
$8.86M
SG
178
StoneX Group
New York
$8.83M
FSC
179
Full Sail Capital
Oklahoma
$8.83M
LPAM
180
Lodestar Private Asset Management
California
$8.82M
SAM
181
Sawgrass Asset Management
Florida
$8.69M
GFG
182
Goldstone Financial Group
Illinois
$8.53M
HPM
183
Hoxton Planning & Management
West Virginia
$8.46M
HTC
184
Haverford Trust Company
Pennsylvania
$8.33M
SQA
185
Simon Quick Advisors
New Jersey
$8.2M
GIM
186
Glenmede Investment Management
Pennsylvania
$8.02M
TLA
187
Tanglewood Legacy Advisors
Texas
$7.98M
IC
188
IEQ Capital
California
$7.97M
IBOK
189
Independence Bank of Kentucky
Kentucky
$7.94M
NW
190
NewEdge Wealth
Pennsylvania
$7.9M
DT
191
Diversified Trust
Tennessee
$7.79M
VFA
192
Valeo Financial Advisors
Indiana
$7.76M
SC
193
Savant Capital
Illinois
$7.65M
RWP
194
RWA Wealth Partners
Massachusetts
$7.64M
FB
195
Fulton Bank
Pennsylvania
$7.59M
TCB
196
Texas Capital Bancshares
Texas
$7.52M
BWFA
197
Baltimore-Washington Financial Advisors
Maryland
$7.52M
PPWM
198
Paragon Private Wealth Management
Kentucky
$7.48M
SWP
199
Summit Wealth Partners
Florida
$7.42M
MWA
200
Moser Wealth Advisors
Washington
$7.42M