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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 %
CC
326
Courier Capital
New York
$2.99M +$248K +2,912 +9%
HCMT
327
Highland Capital Management (Tennessee)
Tennessee
$2.99M -$41K -482 -1%
AFC
328
AFT Forsyth & Company
Florida
$2.98M -$17.4K -204 -0.6%
MG
329
Mather Group
Illinois
$2.98M +$712K +8,375 +31%
TA
330
TFB Advisors
Kansas
$2.96M +$190K +2,231 +7%
BFC
331
Bedel Financial Consulting
Indiana
$2.94M -$181K -2,131 -6%
CFP
332
Catalyst Financial Partners
Massachusetts
$2.91M +$188K +2,206 +7%
FF
333
Finley Financial
Nevada
$2.9M
PGFC
334
Peapack-Gladstone Financial Corp
New Jersey
$2.87M -$25.1K -295 -0.9%
FC
335
FCA Corp
Texas
$2.85M -$143K -1,680 -5%
CWM
336
Congress Wealth Management
Massachusetts
$2.83M +$1.99M +23,390 +237%
AAS
337
Asset Allocation Strategies
Michigan
$2.83M -$402K -4,729 -12%
HH
338
Hilltop Holdings
Texas
$2.82M -$9.36K -110 -0.3%
GIA
339
Gladstone Institutional Advisory
Florida
$2.8M -$50.9K -598 -2%
ECM
340
Evergreen Capital Management
Washington
$2.8M
OFG
341
Oxford Financial Group
Indiana
$2.77M -$361K -4,243 -12%
OCM
342
One Capital Management
California
$2.76M -$2.91M -34,195 -51%
EWM
343
Evercore Wealth Management
New York
$2.74M
SC
344
SouthState Corp
Florida
$2.73M +$136K +1,602 +5%
NFP
345
Narus Financial Partners
Utah
$2.7M +$529K +6,221 +24%
PCIG
346
Partners Capital Investment Group
Massachusetts
$2.7M +$2.7M +31,682 New
TFS
347
Thoroughbred Financial Services
Tennessee
$2.69M +$19.3K +227 +0.7%
CWMK
348
Caliber Wealth Management (Kansas)
Kansas
$2.67M +$2.67M +31,437 New
GHAM
349
Gilman Hill Asset Management
Connecticut
$2.67M +$126K +1,479 +5%
BIG
350
Builder Investment Group
Georgia
$2.65M +$3.4K +40 +0.1%