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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 %
PBO
426
Peoples Bank (Ohio)
Ohio
$1.9M -$8.42K -99 -0.4%
WTFG
427
Wells Trecaso Financial Group
Ohio
$1.9M +$380K +4,468 +25%
HWA
428
Heritage Wealth Advisors
Virginia
$1.9M -$103K -1,216 -5%
WAM
429
Weatherly Asset Management
California
$1.89M
HWA
430
Hilltop Wealth Advisors
North Carolina
$1.88M +$164K +1,933 +10%
Wealthfront Advisers
431
Wealthfront Advisers
California
$1.88M +$52K +611 +3%
MCM
432
Manchester Capital Management
Vermont
$1.88M +$1.12M +13,167 +148%
FMTC
433
Farmers & Merchants Trust Company
California
$1.87M -$12.2K -143 -0.6%
FT
434
Fiduciary Trust
Massachusetts
$1.87M +$11.6K +136 +0.6%
OC
435
Oppenheimer & Co
New York
$1.84M +$593K +6,967 +48%
BAM
436
Belpointe Asset Management
Nevada
$1.84M +$1.04M +12,252 +131%
GS
437
GWN Securities
Florida
$1.83M +$1.83M +21,522 New
ZIM
438
Zacks Investment Management
Illinois
$1.83M -$2.84M -33,367 -61%
LT
439
Legacy Trust
Michigan
$1.82M +$155K +1,825 +9%
FC
440
Fulcrum Capital
Washington
$1.81M -$162K -1,908 -8%
GF
441
Gries Financial
Ohio
$1.81M +$406K +4,771 +29%
USCWA
442
U.S. Capital Wealth Advisors
Texas
$1.8M +$31.9K +375 +2%
MWM
443
Meridian Wealth Management
Kentucky
$1.77M -$2.81K -33 -0.2%
AA
444
Ancora Advisors
Ohio
$1.77M -$64.2K -755 -3%
FMWA
445
Forvis Mazars Wealth Advisors
Missouri
$1.77M -$14K -165 -0.8%
JWA
446
JFS Wealth Advisors
Pennsylvania
$1.76M +$58.6K +689 +3%
VWM
447
Venturi Wealth Management
Texas
$1.75M
WIA
448
World Investment Advisors
California
$1.74M +$2.47K +29 +0.1%
HS
449
Horan Securities
United States
$1.74M +$1.02K +12 +0.1%
BWM
450
BankPlus Wealth Management
Mississippi
$1.73M -$224K -2,632 -11%