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iShares Russell Mid-Cap ETF
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Overview Fund Activity

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 92 funds opening new positions, 429 increasing their positions, 484 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,355
Holders Change
-42
Holders Change %
-3.01%
% of All Funds
18.41%
Holding in Top 10
62
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.59%
% of All Funds
0.84%
New
92
Increased
429
Reduced
484
Closed
99
Calls
$9.38M
Puts
$12.6M
Net Calls
-$3.26M
Net Calls Change
-$15.2M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$5.63B
2
Wells Fargo
Wells Fargo
California
$3.26B
3
Morgan Stanley
Morgan Stanley
New York
$856M
4
Natixis Advisors
Natixis Advisors
Massachusetts
$159M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$682M

Top Sellers

1
CW
Curio Wealth
Maryland
$858K
2
Ameriprise
Ameriprise
Minnesota
$297M
3
HNB
Huntington National Bank
Ohio
$44.9M
4
LLWM
Life Line Wealth Management
California
$3.11M
5
SNB
Security National Bank
Nebraska
$30.6K
Name Holding Trade Value Shares
Change 		Shares
Change %
Pathstone Holdings
26
Pathstone Holdings
New Jersey
$168M -$1.3M -15,226 -0.8%
Natixis Advisors
27
Natixis Advisors
Massachusetts
$159M +$87.5M +1,029,115 +122%
Mariner
28
Mariner
Kansas
$145M +$5.15M +60,574 +4%
KeyBank National Association
29
KeyBank National Association
Ohio
$144M -$1.58M -18,589 -1%
CB
30
Commerce Bank
Missouri
$130M -$1.77M -20,778 -1%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$113M +$7.32M +86,067 +7%
GT
32
Glenview Trust
Kentucky
$107M +$2.63M +30,917 +3%
FWTB
33
First Western Trust Bank
Colorado
$100M +$6.39M +75,170 +7%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$96.5M +$7.02M +82,476 +8%
OC
35
Oakworth Capital
Alabama
$95.3M +$629K +7,397 +0.7%
MFIM
36
Mesirow Financial Investment Management
Illinois
$95.2M +$48.5M +569,914 +104%
SF
37
Synovus Financial
Georgia
$94.6M +$6.34M +74,479 +7%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$94M +$8.97M +105,455 +11%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$90M +$11.4M +134,581 +15%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$89.5M +$3M +35,235 +3%
AAS
41
Avantax Advisory Services
Texas
$86.5M +$291K +3,416 +0.3%
FMI
42
Factory Mutual Insurance
Massachusetts
$83.3M – – –
Lido Advisors
43
Lido Advisors
California
$80.5M +$3.37M +39,660 +4%
GAB
44
German American Bancorp
Indiana
$80.1M +$1.03M +12,103 +1%
WT
45
Washington Trust
Rhode Island
$79.8M -$2.46M -28,962 -3%
MMA
46
Miracle Mile Advisors
California
$78.9M -$351K -4,127 -0.4%
Corient Private Wealth
47
Corient Private Wealth
Florida
$75.2M +$38.2M +448,461 +103%
JFG
48
JMG Financial Group
Illinois
$75.2M -$1.92M -22,582 -2%
AFG
49
Albion Financial Group
Utah
$74.5M -$9.87K -116 -0%
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$71.2M +$1.21M +14,273 +2%
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