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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 %
MI
351
Motiv8 Investments
Florida
$2.64M -$145K -1,710 -5%
AIM
352
Allen Investment Management
New York
$2.64M
HSBC Holdings
353
HSBC Holdings
United Kingdom
$2.63M -$8.42K -99 -0.3%
KF
354
KKM Financial
Illinois
$2.62M -$9.1K -105 -0.3%
PTC
355
Private Trust Company
Ohio
$2.62M +$329K +3,865 +14%
FUBT
356
First United Bank & Trust
Maryland
$2.6M -$2.55K -30 -0.1%
CQWA
357
Chokshi & Queen Wealth Advisors
California
$2.59M -$158K -1,860 -6%
FWP
358
FAS Wealth Partners
Kansas
$2.59M +$48.5K +570 +2%
SFS
359
Sowell Financial Services
Arkansas
$2.57M -$2.38K -28 -0.1%
NP
360
NorthRock Partners
Minnesota
$2.54M -$70.4K -828 -3%
LNWTC
361
Laird Norton Wetherby Trust Company
Washington
$2.54M
HIP
362
HUB Investment Partners
Texas
$2.54M +$53.3K +627 +2%
JWCA
363
J.W. Cole Advisors
Florida
$2.53M +$85 +1 +0%
CAM
364
Cozad Asset Management
Illinois
$2.53M -$13.6K -160 -0.5%
PFA
365
Pathway Financial Advisors
Vermont
$2.52M
CRC
366
Curi RMB Capital
Illinois
$2.49M -$2.04M -23,980 -45%
KWM
367
Kingsview Wealth Management
Oregon
$2.48M -$317K -3,732 -11%
PCP
368
Proficio Capital Partners
Massachusetts
$2.44M +$2.44M +28,715 New
ASN
369
Advisory Services Network
Georgia
$2.44M -$98.6K -1,159 -4%
PPW
370
Pasadena Private Wealth
California
$2.42M
EW
371
Elyxium Wealth
California
$2.42M +$252K +2,958 +12%
SFS
372
Summit Financial Strategies
Ohio
$2.41M
LKWM
373
Lee-Kelleher Wealth Management
Maryland
$2.41M -$139K -1,630 -5%
SMC
374
Smith, Moore & Co
Missouri
$2.41M +$20.3K +239 +0.9%
JF
375
JSF Financial
California
$2.41M -$6.21K -73 -0.3%