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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 %
KBFS
526
Kohmann Bosshard Financial Services
Ohio
$1.32M
WPA
527
West Paces Advisors
Georgia
$1.3M
SW
528
SlateStone Wealth
Florida
$1.3M -$851 -10 -0.1%
CSP
529
Cary Street Partners
Virginia
$1.29M +$24.4K +287 +2%
PCM
530
Parsons Capital Management
Rhode Island
$1.29M +$379K +4,450 +42%
GVAG
531
Great Valley Advisor Group
Delaware
$1.29M -$49.2K -578 -4%
SWP
532
Sagespring Wealth Partners
Tennessee
$1.28M +$204K +2,403 +19%
LWM
533
Luminvest Wealth Management
Arizona
$1.28M
AFG
534
Atomi Financial Group
New York
$1.28M +$425K +4,993 +50%
FFA
535
Farther Finance Advisors
California
$1.27M -$112K -1,310 -8%
BCA
536
Bay Colony Advisors
Massachusetts
$1.27M +$3.64K +43 +0.3%
WB
537
Webster Bank
Connecticut
$1.25M -$185K -2,176 -13%
AF
538
Atala Financial
California
$1.25M +$82.2K +965 +7%
MBT
539
Montecito Bank & Trust
California
$1.24M -$22.5K -265 -2%
EAM
540
Empirical Asset Management
Massachusetts
$1.24M -$25.4K -298 -2%
VCM
541
Vivaldi Capital Management
Illinois
$1.24M -$66K -776 -5%
DWP
542
Daymark Wealth Partners
Ohio
$1.22M -$466K -5,480 -28%
BFA
543
Bill Few Associates
Pennsylvania
$1.21M
MAM
544
Madison Asset Management
Wisconsin
$1.21M +$757K +8,897 +166%
D.E. Shaw & Co
545
D.E. Shaw & Co
New York
$1.21M -$309K -3,636 -20%
SFA
546
Seneca Financial Advisors
New York
$1.21M +$5.87K +69 +0.5%
BTI
547
Blue Trust Inc
Georgia
$1.21M -$306K -3,601 -20%
WCWM
548
Wooster Corthell Wealth Management
Connecticut
$1.2M -$8.17K -96 -0.7%
GAG
549
GM Advisory Group
New York
$1.19M +$25.9K +304 +2%
MA
550
MONECO Advisors
Connecticut
$1.19M -$81.6K -959 -6%