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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 %
SWA
376
SOA Wealth Advisors
New York
$2.41M -$6.98K -82 -0.3%
DA
377
Dover Advisors
Virginia
$2.39M +$75.4K +886 +3%
MBI
378
May Barnhard Investments
Maryland
$2.39M
FRA
379
Frank Rimerman Advisors
California
$2.38M -$63.6K -748 -3%
AWP
380
Axis Wealth Partners
Rhode Island
$2.36M +$293K +3,441 +14%
AFA
381
Allium Financial Advisors
Oregon
$2.35M +$2.35M +27,680 New
MCWS
382
McKinley Carter Wealth Services
West Virginia
$2.35M +$76.1K +895 +3%
MAM
383
Marquette Asset Management
Minnesota
$2.34M -$584K -6,862 -20%
GWAM
384
Guardian Wealth Advisors (Minnesota)
Minnesota
$2.33M -$365K -4,295 -14%
MC
385
Middleton & Co
Massachusetts
$2.32M -$468K -5,500 -17%
DP
386
Denver PWM
Colorado
$2.32M -$148K -1,734 -6%
HP
387
HT Partners
Connecticut
$2.29M
CFA
388
Cahill Financial Advisors
Minnesota
$2.29M +$766 +9 +0%
BBNA
389
Bremer Bank National Association
Minnesota
$2.28M +$349K +4,108 +18%
SPC
390
Sigma Planning Corp
Michigan
$2.27M +$354K +4,163 +18%
DI
391
DAGCO Inc
Ohio
$2.26M -$84.7K -996 -4%
NGA
392
Naples Global Advisors
Florida
$2.24M +$19.3K +227 +0.9%
VA
393
Valmark Advisers
Ohio
$2.24M -$41.3K -485 -2%
VFA
394
Valeo Financial Advisors
Indiana
$2.22M -$30K -353 -1%
RCA
395
Resonant Capital Advisors
Wisconsin
$2.21M
GI
396
GAMMA Investing
California
$2.21M +$107K +1,255 +5%
EK
397
Evensky & Katz
Florida
$2.18M -$5.7K -67 -0.3%
GBT
398
Grove Bank & Trust
Florida
$2.18M
GIM
399
Goelzer Investment Management
Indiana
$2.18M
LGWM
400
Litman Gregory Wealth Management
California
$2.17M