IWR icon

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 %
SW
576
Simplicity Wealth
New Jersey
$1.07M +$28.6K +336 +3%
GA
577
Goldstein Advisors
Wisconsin
$1.06M
KA
578
Klingman & Associates
New York
$1.06M
AAS
579
Ameritas Advisory Services
Nebraska
$1.06M -$23.7K -269 -2%
QCM
580
Quantinno Capital Management
New York
$1.06M +$238K +2,802 +29%
SBH
581
Segall Bryant & Hamill
Illinois
$1.06M +$1.06M +12,416 New
CTC
582
Central Trust Company
Missouri
$1.05M +$41K +482 +4%
BMCM
583
Burns Matteson Capital Management
New York
$1.05M +$1.05M +12,337 New
Russell Investments Group
584
Russell Investments Group
United Kingdom
$1.04M +$482K +5,671 +86%
CIA
585
Capital Investment Advisors
Georgia
$1.04M +$140K +1,642 +15%
MAV
586
Mason & Associates (Virginia)
Virginia
$1.04M -$5.7K -67 -0.5%
OIS
587
Okabena Investment Services
Minnesota
$1.03M +$11.2K +132 +1%
PVAMC
588
PPS&V Asset Management Consultants
Michigan
$1.03M
RCM
589
Radnor Capital Management
Pennsylvania
$1.02M
MHS
590
M Holdings Securities
Oregon
$1.02M +$164K +1,932 +19%
Select Equity Group
591
Select Equity Group
New York
$999K +$140K +1,641 +16%
JWM
592
Jupiter Wealth Management
Colorado
$996K
OFP
593
OFC Financial Planning
New Jersey
$995K -$5.53K -65 -0.6%
AWM
594
Avior Wealth Management
Nebraska
$987K -$81.4K -957 -8%
SS
595
Sunbelt Securities
Texas
$985K -$65.8K -774 -6%
FPAS
596
Focus Partners Advisor Solutions
Missouri
$984K +$288K +3,385 +41%
PHIC
597
Pine Haven Investment Counsel
Massachusetts
$980K
HT
598
Heritage Trust
Oklahoma
$977K -$19.7K -231 -2%
MF
599
Montis Financial
Massachusetts
$975K -$267K -3,142 -22%
CCWM
600
Cassaday & Co Wealth Management
Virginia
$964K