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iShares Russell Mid-Cap ETF

1,422 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, 445 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:

5% less repeat investments, than reductions

Existing positions increased: 445 | 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
1,422
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
GT
201
Greenleaf Trust
Michigan
$7.35M
PAS
202
Park Avenue Securities
New York
$7.31M
RPC
203
Rossmore Private Capital
Connecticut
$7.3M
CI
204
Conning Inc
Connecticut
$7.27M
AL
205
Aspiriant LLC
California
$7.26M
BFG
206
Bleakley Financial Group
New Jersey
$7.24M
KPWS
207
Kestra Private Wealth Services
Texas
$7.16M
Bessemer Group
208
Bessemer Group
New Jersey
$7M
SIC
209
Salem Investment Counselors
North Carolina
$6.99M
SDWMA
210
Schneider Downs Wealth Management Advisors
Pennsylvania
$6.91M
MT
211
Midwest Trust
Kansas
$6.9M
BWA
212
Beam Wealth Advisors
Louisiana
$6.89M
Citigroup
213
Citigroup
New York
$6.89M
FTS
214
Fifth Third Securities
Ohio
$6.83M
CHC
215
City Holding Co
West Virginia
$6.83M
DIP
216
DT Investment Partners
Pennsylvania
$6.77M
FMC
217
First Merchants Corp
Indiana
$6.68M
IA
218
IFC Advisors
California
$6.67M
ACA
219
Aptus Capital Advisors
Alabama
$6.6M
NFG
220
Nadler Financial Group
Illinois
$6.58M
CFG
221
Citizens Financial Group
Rhode Island
$6.54M
CAM
222
Carret Asset Management
New York
$6.51M
TWM
223
Tolleson Wealth Management
Texas
$6.48M
IAN
224
Integrated Advisors Network
Texas
$6.48M
CWG
225
Cornerstone Wealth Group
North Carolina
$6.46M