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iShares Russell Mid-Cap ETF

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 91 funds opening new positions, 429 increasing their positions, 485 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,355
Holders Change
-43
Holders Change %
-3.08%
% of All Funds
18.41%
Holding in Top 10
62
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.13%
% of All Funds
0.84%
New
91
Increased
429
Reduced
485
Closed
99
Calls
$9.38M
Puts
$12.6M
Net Calls
-$3.26M
Net Calls Change
-$15.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CWP
226
CFM Wealth Partners
Texas
$5.85M +$936 +11 +0%
WW
227
Westshore Wealth
California
$5.85M -$276K -3,240 -4%
SA
228
Sincerus Advisory
New York
$5.65M +$130K +1,533 +2%
CWM
229
Chesapeake Wealth Management
Virginia
$5.64M -$267K -3,144 -5%
GWM
230
Geneos Wealth Management
Colorado
$5.58M +$2.98M +34,997 +114%
CGPCS
231
Capital Group Private Client Services
California
$5.56M +$619K +7,275 +13%
FCI
232
Financial Counselors Inc
Kansas
$5.52M +$2.05M +24,120 +59%
EFS
233
Essex Financial Services
Connecticut
$5.46M +$38.3K +450 +0.7%
OGF
234
Orin Green Financial
California
$5.43M +$5.43M +69,076 New
MWM
235
Modera Wealth Management
New Jersey
$5.41M -$142K -1,668 -3%
SWM
236
Shelton Wealth Management
Texas
$5.41M -$303K -3,566 -5%
AWS
237
Atria Wealth Solutions
New York
$5.4M -$1.23M -14,462 -19%
BWA
238
Beam Wealth Advisors
Louisiana
$5.38M -$147K -1,730 -3%
TTWM
239
TCV Trust & Wealth Management
Virginia
$5.31M -$120K -1,407 -2%
SVWAG
240
Sound View Wealth Advisors Group
Georgia
$5.3M -$100K -1,176 -2%
KAM
241
Knightsbridge Asset Management
California
$5.3M -$190K -2,231 -3%
S
242
Sachetta
Massachusetts
$5.27M +$28.6K +336 +0.5%
CP
243
Canopy Partners
Ohio
$5.25M -$1.12M -13,199 -18%
SFG
244
Sunburst Financial Group
Alabama
$5.25M -$24.6K -289 -0.5%
ANC
245
Ames National Corp
Iowa
$5.24M -$18.3K -215 -0.3%
TFCP
246
Twin Focus Capital Partners
Massachusetts
$5.15M +$2.13K +25 +0%
WB
247
WesBanco Bank
West Virginia
$5.11M -$36.2K -426 -0.7%
TCM
248
Triumph Capital Management
Colorado
$5.09M +$61K +717 +1%
FNBT
249
FineMark National Bank & Trust
Florida
$5.09M -$93.1K -1,094 -2%
OIA
250
OneDigital Investment Advisors
Kansas
$5.06M +$3.51M +41,212 +226%