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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 %
FWM
476
FMB Wealth Management
California
$1.55M
RFW
477
Rainier Family Wealth
Washington
$1.55M +$302K +3,554 +24%
MFG
478
MidWestOne Financial Group
Iowa
$1.55M
IRC
479
Investors Research Corp
Georgia
$1.55M +$15.3K +180 +1%
FLPIM
480
F.L. Putnam Investment Management
Massachusetts
$1.54M -$60.1K -707 -4%
NCG
481
Newport Capital Group
New Jersey
$1.54M +$851 +10 +0.1%
CWM
482
Cornerstone Wealth Management
Missouri
$1.54M +$31.9K +375 +2%
AF
483
Allworth Financial
California
$1.53M -$18.9K -227 -1%
SCA
484
Sage Capital Advisors
South Dakota
$1.52M -$143K -1,683 -9%
NC
485
Napatree Capital
Rhode Island
$1.52M +$208K +2,444 +16%
MPCG
486
Matrix Private Capital Group
New York
$1.51M +$25.5K +300 +2%
CHAM
487
Clear Harbor Asset Management
Connecticut
$1.5M
RC
488
Roundview Capital
New Jersey
$1.5M +$381K +4,480 +34%
HIMC
489
Heritage Investors Management Corp
Maryland
$1.5M -$22.1K -260 -1%
LW
490
Linscomb Wealth
Texas
$1.49M
LWL
491
Leo Wealth LLC
Texas
$1.49M +$4.51K +53 +0.3%
PCA
492
Pallas Capital Advisors
Massachusetts
$1.49M -$71.1K -836 -5%
HSA
493
HBK Sorce Advisory
Pennsylvania
$1.48M -$151K -1,770 -9%
FNB
494
Farmers National Bank
Kentucky
$1.46M
FPGK
495
Financial Partners Group (Kansas)
Kansas
$1.46M +$1.11K +13 +0.1%
LBC
496
Lowe Brockenbrough & Co
Virginia
$1.46M
PCA
497
Prosperity Capital Advisors
Ohio
$1.46M +$711K +8,325 +95%
FW
498
Fairway Wealth
Ohio
$1.45M +$3.83K +45 +0.3%
1SB
499
1ST Source Bank
Indiana
$1.44M -$36.6K -430 -2%
PSA
500
Plum Street Advisors
Louisiana
$1.44M -$3.83K -45 -0.3%