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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 %
CFG
251
Citizens Financial Group
Rhode Island
$4.95M +$367K +4,316 +8%
BFG
252
Baron Financial Group
New Jersey
$4.95M +$292K +3,429 +6%
AIM
253
Acropolis Investment Management
Missouri
$4.9M -$274K -3,226 -5%
UCFA
254
United Capital Financial Advisors
Texas
$4.89M -$133K -1,566 -3%
CWM
255
Cahaba Wealth Management
Georgia
$4.89M -$166K -1,949 -3%
MAA
256
Matrix Asset Advisors
New York
$4.88M +$253K +2,976 +5%
LFAS
257
Level Four Advisory Services
Texas
$4.88M -$53.8K -632 -1%
NEPWA
258
New England Private Wealth Advisors
Massachusetts
$4.84M +$14.6K +172 +0.3%
CCA
259
Conservest Capital Advisors
Pennsylvania
$4.8M +$4.17K +49 +0.1%
NAM
260
NTV Asset Management
West Virginia
$4.76M +$2.55K +30 +0.1%
CPIG
261
Chicago Partners Investment Group
Illinois
$4.76M +$2.32M +27,122 +95%
CNBT
262
Canandaigua National Bank & Trust
New York
$4.73M -$45.3K -533 -0.9%
SAM
263
Silvercrest Asset Management
New York
$4.72M +$56.7K +667 +1%
Vanguard Group
264
Vanguard Group
Pennsylvania
$4.68M +$1.53K +18 +0%
SJIM
265
St. Johns Investment Management
Florida
$4.65M +$317K +3,721 +7%
FPCP
266
Fort Point Capital Partners
California
$4.63M +$1.37M +16,051 +42%
FA
267
FDx Advisors
Illinois
$4.62M -$472K -5,548 -9%
ST
268
Sabal Trust
Florida
$4.61M -$103K -1,215 -2%
Kovitz Investment Group Partners
269
Kovitz Investment Group Partners
Illinois
$4.54M -$267K -3,143 -6%
Susquehanna International Group
270
Susquehanna International Group
Pennsylvania
$4.49M +$4.49M +52,830 New
TCOT
271
Trust Company of Toledo
Ohio
$4.43M
DWT
272
Dorsey & Whitney Trust
South Dakota
$4.38M -$91.3K -1,073 -2%
CCB
273
Country Club Bank
Missouri
$4.37M
JFGIW
274
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.29M -$144K -1,692 -3%
CPSC
275
Carl P. Sherr & Co
Massachusetts
$4.27M +$155K +1,823 +4%