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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 %
CPSAC
276
Chas P. Smith & Associates (CPS)
Florida
$4.17M
CFB
277
Cullen/Frost Bankers
Texas
$4.16M +$10.5K +124 +0.3%
GWS
278
Greykasell Wealth Strategies
California
$4.14M -$10.8K -127 -0.3%
STA
279
Smith Thornton Advisors
Alabama
$4M +$2.19M +25,742 +121%
TPCW
280
TD Private Client Wealth
New York
$3.98M +$347K +4,080 +10%
PS
281
Principal Securities
Iowa
$3.95M +$198K +2,242 +5%
MWP
282
MYCIO Wealth Partners
Pennsylvania
$3.89M +$7.32K +86 +0.2%
WIC
283
Whitegate Investment Counselors
New Hampshire
$3.88M -$2.47K -29 -0.1%
BP
284
Ballentine Partners
Massachusetts
$3.87M -$605K -7,110 -14%
SFA
285
Sequoia Financial Advisors
Ohio
$3.87M +$339K +3,980 +10%
BCM
286
BTC Capital Management
Iowa
$3.83M -$25.6K -301 -0.7%
SHWM
287
Smith & Howard Wealth Management
Georgia
$3.82M +$282K +3,319 +8%
Fiera Capital (Canada)
288
Fiera Capital (Canada)
Quebec, Canada
$3.79M -$29.9K -351 -0.8%
BHBT
289
Burke & Herbert Bank & Trust
Virginia
$3.75M -$55.3K -650 -1%
DIP
290
DT Investment Partners
Pennsylvania
$3.73M +$198K +2,327 +6%
HWM
291
HB Wealth Management
Georgia
$3.72M +$353K +4,145 +10%
FMII
292
Farmers & Merchants Investments Inc
Nebraska
$3.71M -$56.1K -659 -1%
NL
293
NVWM LLC
Pennsylvania
$3.65M -$536K -6,295 -13%
DTC
294
Davidson Trust Company
Washington
$3.65M -$4.85K -57 -0.1%
GFP
295
Gryphon Financial Partners
Ohio
$3.64M +$88.4K +1,039 +2%
IAN
296
Integrated Advisors Network
Texas
$3.63M +$36.1K +424 +1%
FA
297
Flagstar Advisors
New York
$3.62M +$76.6K +900 +2%
IWC
298
Integrated Wealth Concepts
Massachusetts
$3.61M +$19.2K +226 +0.5%
LL
299
LPWM LLC
Minnesota
$3.58M -$73.5K -864 -2%
IWM
300
IHT Wealth Management
Illinois
$3.56M -$19.6K -229 -0.5%