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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 %
RPC
201
Rossmore Private Capital
Connecticut
$7.3M 79,398 -841 -1%
CI
202
Conning Inc
Connecticut
$7.27M 79,001 – –
AL
203
Aspiriant LLC
California
$7.26M 78,908 +39,454 +100%
BFG
204
Bleakley Financial Group
New Jersey
$7.24M 78,688 +2,823 +4%
KPWS
205
Kestra Private Wealth Services
Texas
$7.16M 77,871 +1,226 +2%
Bessemer Group
206
Bessemer Group
New Jersey
$7M 76,065 -1,362 -2%
SIC
207
Salem Investment Counselors
North Carolina
$6.99M 76,027 -275 -0.4%
SDWMA
208
Schneider Downs Wealth Management Advisors
Pennsylvania
$6.91M 75,142 -240 -0.3%
MT
209
Midwest Trust
Kansas
$6.9M 74,976 +74,976 New
BWA
210
Beam Wealth Advisors
Louisiana
$6.89M 74,947 +11,735 +19%
Citigroup
211
Citigroup
New York
$6.89M 74,934 -43,441 -37%
FTS
212
Fifth Third Securities
Ohio
$6.83M 74,310 +2,466 +3%
CHC
213
City Holding Co
West Virginia
$6.83M 74,283 +108 +0.1%
DIP
214
DT Investment Partners
Pennsylvania
$6.77M 73,587 +29,762 +68%
FMC
215
First Merchants Corp
Indiana
$6.68M 72,582 -5,898 -8%
IA
216
IFC Advisors
California
$6.67M 72,475 -1,152 -2%
ACA
217
Aptus Capital Advisors
Alabama
$6.6M 71,797 +531 +0.7%
NFG
218
Nadler Financial Group
Illinois
$6.58M 71,573 +2,520 +4%
CFG
219
Citizens Financial Group
Rhode Island
$6.54M 71,161 +12,988 +22%
CAM
220
Carret Asset Management
New York
$6.51M 70,780 +467 +0.7%
TWM
221
Tolleson Wealth Management
Texas
$6.48M 70,446 -33 -0%
IAN
222
Integrated Advisors Network
Texas
$6.48M 70,442 +27,713 +65%
CWG
223
Cornerstone Wealth Group
North Carolina
$6.46M 70,233 -2,650 -4%
CWP
224
CFM Wealth Partners
Texas
$6.41M 69,726 +914 +1%
SA
225
Sincerus Advisory
New York
$6.41M 67,227 +833 +1%
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