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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 %
SFWC
501
Strategic Family Wealth Counselors
New Jersey
$1.44M +$31.1K +366 +2%
CIA
502
Concurrent Investment Advisors
Florida
$1.42M +$498K +5,852 +54%
PI
503
PFG Investments
New York
$1.42M -$41.9K -493 -3%
KC
504
Knuff & Co
California
$1.41M +$185K +2,172 +15%
TWC
505
TD Waterhouse Canada
Ontario, Canada
$1.41M +$146K +1,709 +11%
SCA
506
Southern Capital Advisors
Tennessee
$1.41M -$11.3K -133 -0.8%
BFO
507
Boston Family Office
Massachusetts
$1.41M -$528K -6,201 -27%
PIA
508
Perennial Investment Advisors
California
$1.4M -$104K -1,226 -7%
CWM
509
Connecticut Wealth Management
Connecticut
$1.4M
RhumbLine Advisers
510
RhumbLine Advisers
Massachusetts
$1.4M +$398K +4,677 +40%
BEAM
511
Baker Ellis Asset Management
Washington
$1.38M +$11.7K +138 +0.9%
FA
512
Fiducient Advisors
Illinois
$1.37M +$58.8K +691 +4%
OWM
513
Orgel Wealth Management
Wisconsin
$1.37M +$653K +7,673 +91%
FHB
514
First Hawaiian Bank
Hawaii
$1.37M -$936 -11 -0.1%
IA
515
IFG Advisors
Missouri
$1.37M +$4.85K +57 +0.4%
CCG
516
Cypress Capital Group
Florida
$1.36M -$52.7K -620 -4%
EFA
517
Evernest Financial Advisors
Indiana
$1.35M
SIA
518
Summit Investment Advisors
Maryland
$1.35M +$43K +506 +3%
MA
519
MBA Advisors
Pennsylvania
$1.35M -$18.3K -215 -1%
PWMAG
520
Pinnacle Wealth Management Advisory Group
New Jersey
$1.34M
CWAG
521
Compton Wealth Advisory Group
Virginia
$1.34M -$4.93K -58 -0.4%
AB
522
Atlas Brown
Kentucky
$1.34M -$47.1K -554 -3%
SL
523
SWMG LLC
Texas
$1.33M +$1.33M +15,987 New
SFC
524
Strategic Financial Concepts
Texas
$1.33M -$27.5K -323 -2%
WFA
525
WestHill Financial Advisors
California
$1.32M -$11.7K -138 -0.9%