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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 %
NS
301
NBC Securities
Alabama
$3.45M +$3.45M +40,554 +101,385%
SCM
302
SCS Capital Management
Massachusetts
$3.45M +$3.45M +40,573 New
AMG
303
Asset Management Group
Connecticut
$3.42M -$5.36K -63 -0.2%
Financial Engines Advisors
304
Financial Engines Advisors
California
$3.37M -$467K -5,494 -12%
AL
305
Aspiriant LLC
California
$3.36M
SI
306
Saxon Interests
Texas
$3.35M -$146K -1,717 -4%
SSB
307
Sandy Spring Bank
Maryland
$3.34M +$6.64K +78 +0.2%
MFG
308
Merit Financial Group
Georgia
$3.28M -$626K -7,353 -16%
BKA
309
Brick & Kyle Associates
Pennsylvania
$3.27M +$5.31K +63 +0.2%
EWA
310
EP Wealth Advisors
California
$3.25M +$280K +3,296 +9%
SWM
311
Spire Wealth Management
Virginia
$3.24M -$30.4K -357 -0.9%
CB
312
Centennial Bank
Arkansas
$3.24M +$195K +2,296 +6%
QCG
313
Quadrant Capital Group
Ohio
$3.21M -$78.7K -925 -2%
CST
314
Charles Schwab Trust
Nevada
$3.19M -$89.3K -1,050 -3%
NF
315
Nvest Financial
New Hampshire
$3.17M -$140K -1,644 -4%
SIC
316
Samalin Investment Counsel
New York
$3.13M +$380K +4,461 +14%
PFS
317
Prospera Financial Services
Texas
$3.12M +$268K +3,151 +9%
LLWM
318
Life Line Wealth Management
California
$3.11M -$30.5M -358,955 -91%
PFM
319
Phillips Financial Management
Indiana
$3.11M -$7.23K -85 -0.2%
EARNEST Partners
320
EARNEST Partners
Georgia
$3.08M -$3.83M -44,976 -55%
BIS
321
BG Investment Services
Guam
$3.07M -$797K -9,374 -21%
CD
322
Chapin Davis
Maryland
$3.05M +$114K +1,342 +4%
ECM
323
Elgethun Capital Management
South Dakota
$3.02M -$5.1K -60 -0.2%
AFG
324
ABLE Financial Group
Arizona
$3.01M -$339K -3,982 -10%
ACA
325
Anchor Capital Advisors
Massachusetts
$2.99M -$50.5K -594 -2%