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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,355 hedge funds and large institutions have $31.8B invested in iShares Russell Mid-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 429 increasing their positions, 484 reducing their positions, and 99 closing their positions.

Holders
1,355
Holders Change
-42
Holders Change %
-3.01%
% of All Funds
18.41%
Holding in Top 10
62
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.59%
% of All Funds
0.84%
New
92
Increased
429
Reduced
484
Closed
99
Calls
$9.38M
Puts
$12.6M
Net Calls
-$3.26M
Net Calls Change
-$15.2M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$5.63B
2
Wells Fargo
2
Wells Fargo
California
$3.26B
3
Morgan Stanley
3
Morgan Stanley
New York
$856M
4
Natixis Advisors
4
Natixis Advisors
Massachusetts
$159M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$682M

Top Sellers

1
CW
1
Curio Wealth
Maryland
$858K
2
Ameriprise
2
Ameriprise
Minnesota
$297M
3
LLWM
3
Life Line Wealth Management
California
$3.11M
4
SNB
4
Security National Bank
Nebraska
$30.6K
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$1.12B
Name Market Value Shares Shares
Change 		Shares
Change %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$5.63B 66,497,354 +4,290,076 +7%
Bank of America
2
Bank of America
North Carolina
$5.31B 62,458,385 +828,468 +1%
Wells Fargo
3
Wells Fargo
California
$3.26B 38,267,484 +4,105,044 +12%
US Bancorp
4
US Bancorp
Minnesota
$1.64B 19,325,451 +418,491 +2%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$1.12B 13,157,154 -279,318 -2%
Morgan Stanley
6
Morgan Stanley
New York
$856M 10,061,330 +2,085,759 +26%
Northern Trust
7
Northern Trust
Illinois
$797M 9,371,071 +75,638 +0.8%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$699M 8,218,663 +142,576 +2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$682M 8,018,338 +840,839 +12%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$579M 6,807,746 -75,028 -1%
UBS Group
11
UBS Group
Switzerland
$455M 5,350,815 -25,354 -0.5%
TIAA Trust, National Association
12
TIAA Trust, National Association
North Carolina
$355M 4,169,062 -48,208 -1%
Envestnet Portfolio Solutions
13
Envestnet Portfolio Solutions
Illinois
$353M 4,144,232 +72,756 +2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$352M 4,132,328 -60,114 -1%
Truist Financial
15
Truist Financial
North Carolina
$347M 4,075,565 +400,801 +11%
ANTB
16
AMG National Trust Bank
Colorado
$322M 3,788,245 -10,060 -0.3%
Ameriprise
17
Ameriprise
Minnesota
$297M 3,392,419 -759,936 -18%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$262M 3,083,836 +142,893 +5%
LPL Financial
19
LPL Financial
California
$255M 2,992,592 +350,651 +13%
Raymond James Financial
20
Raymond James Financial
Florida
$228M 2,681,003 -8,603 -0.3%
Goldman Sachs
21
Goldman Sachs
New York
$222M 2,608,298 +175,647 +7%
JIC
22
Johnson Investment Counsel
Ohio
$220M 2,585,438 +66,706 +3%
CIBC Private Wealth Group
23
CIBC Private Wealth Group
Georgia
$204M 2,723,748 +372,035 +16%
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$181M 2,126,770 -25,263 -1%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$173M 2,035,499 -251,955 -11%
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