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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 %
SIA
551
SeaBridge Investment Advisors
New Jersey
$1.19M
C
552
Certuity
Florida
$1.19M -$13.6K -160 -1%
CWA
553
Centennial Wealth Advisory
Michigan
$1.19M +$64.3K +756 +6%
PTC
554
Philadelphia Trust Company
Pennsylvania
$1.18M
DWMS
555
Dominguez Wealth Management Solutions
Virginia
$1.17M +$1.11K +13 +0.1%
BEI
556
Benjamin Edwards Inc
Missouri
$1.17M +$120K +1,409 +11%
AG
557
Ascent Group
Virginia
$1.17M +$793K +9,324 +209%
WDL
558
Well Done LLC
Michigan
$1.17M +$173K +1,952 +17%
LWM
559
Lyell Wealth Management
California
$1.16M -$8.51K -100 -0.7%
PIMG
560
Patriot Investment Management Group
Tennessee
$1.15M
CWM
561
Calamos Wealth Management
Illinois
$1.13M -$9.7K -114 -0.8%
TFGT
562
TS Financial Group (TSFG)
Illinois
$1.13M +$85 +1 +0%
SCM
563
Sterling Capital Management
North Carolina
$1.13M +$20.4K +240 +2%
ARC
564
Advisor Resource Council
Texas
$1.12M -$775K -9,105 -41%
RDFA
565
Ritter Daniher Financial Advisory
Ohio
$1.12M -$13.6K -160 -1%
MMG
566
Monetary Management Group
Missouri
$1.11M -$80.8K -950 -7%
VPIM
567
Vanguard Personalized Indexing Management
California
$1.11M
RWB
568
RMR Wealth Builders
New Jersey
$1.1M -$6.98K -82 -0.6%
Citadel Advisors
569
Citadel Advisors
Florida
$1.1M -$308K -3,623 -22%
NL
570
NWAM LLC
Washington
$1.1M -$7.23M -84,930 -87%
CA
571
Continuum Advisory
Idaho
$1.09M +$936 +11 +0.1%
SCM
572
Sunbeam Capital Management
Georgia
$1.09M +$3.32K +39 +0.3%
OAM
573
Occidental Asset Management
California
$1.08M
CPRC
574
Consolidated Portfolio Review Corp
New York
$1.08M +$867K +10,189 +412%
OSAM
575
O'Shaughnessy Asset Management
Connecticut
$1.07M -$139K -1,629 -11%