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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 %
CCMG
601
Clark Capital Management Group
Pennsylvania
$961K +$639K +7,512 +198%
BCI
602
Brinker Capital Investments
Pennsylvania
$951K -$1.61M -18,893 -63%
OPS
603
Orion Portfolio Solutions
Nebraska
$951K -$1.61M -18,893 -63%
UWM
604
USAdvisors Wealth Management
Minnesota
$936K -$1.45K -17 -0.2%
WPW
605
Waldron Private Wealth
Pennsylvania
$929K -$2.81K -33 -0.3%
LSA
606
Lansing Street Advisors
Pennsylvania
$927K +$927K +10,899 New
CAM
607
Columbia Asset Management
Michigan
$925K -$16.4K -193 -2%
RIG
608
RiverFront Investment Group
Virginia
$923K +$131K +1,535 +16%
LWMM
609
Legacy Wealth Management (Mississippi)
Mississippi
$923K +$560K +6,578 +154%
BBHC
610
Brown Brothers Harriman & Co
New York
$922K
BHIA
611
Birch Hill Investment Advisors
Massachusetts
$921K -$4.25K -50 -0.5%
CW
612
CreativeOne Wealth
Kansas
$918K +$47K +552 +5%
CCWA
613
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$909K
GC
614
Grimes & Company
Massachusetts
$908K -$1.96K -23 -0.2%
HIA
615
Harbor Investment Advisory
Maryland
$908K
CAS
616
Coppell Advisory Solutions
Texas
$906K +$866K +7,140 +2,164%
FFBTD
617
First Financial Bank - Trust Division
Ohio
$904K -$10.5K -124 -1%
PS
618
Pinney & Scofield
Massachusetts
$902K
OA
619
Operose Advisors
Wisconsin
$897K +$9.53K +112 +1%
PFBT
620
Parkside Financial Bank & Trust
Missouri
$896K +$516K +6,062 +136%
PFG
621
Pacific Financial Group
Washington
$896K -$3.74K -44 -0.4%
NEPPG
622
New England Professional Planning Group
Rhode Island
$895K +$596 +7 +0.1%
WAG
623
Winthrop Advisory Group
Massachusetts
$892K +$766 +9 +0.1%
NB
624
NBT Bank
New York
$892K -$28.1K -330 -3%
LGW
625
Leslie Global Wealth
Illinois
$889K +$48.3K +568 +6%