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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 %
OWP
626
Obermeyer Wealth Partners
Colorado
$884K +$7.74K +91 +0.9%
PL
627
Parthenon LLC
Kentucky
$878K
UF
628
Univest Financial
Pennsylvania
$877K -$445K -5,232 -34%
NCM
629
Narwhal Capital Management
Georgia
$870K
SCA
630
Stillwater Capital Advisors
Pennsylvania
$870K +$43.6K +513 +5%
DSC
631
Duncker Streett & Co
Missouri
$869K
ACM
632
Advisors Capital Management
New Jersey
$866K -$73.3K -862 -8%
NRG
633
Nemes Rush Group
Michigan
$865K +$340 +4 +0%
SCA
634
Snowden Capital Advisors
New York
$861K -$75.7K -890 -8%
CW
635
Curio Wealth
Maryland
$858K -$831M -9,693 -100%
IAS
636
Insigneo Advisory Services
Florida
$855K +$70.6K +830 +9%
BOC
637
Blue Oak Capital
California
$848K
OAS
638
Optivise Advisory Services
Tennessee
$846K
JHCP
639
Jackson Hole Capital Partners
Oklahoma
$844K
Vontobel Holding
640
Vontobel Holding
Switzerland
$844K
LIM
641
Leavell Investment Management
Alabama
$839K
BCM
642
Brasada Capital Management
Texas
$835K -$18.1K -242 -2%
OIA
643
Optimum Investment Advisors
Illinois
$823K -$25.4K -299 -3%
BCG
644
Breakwater Capital Group
New Jersey
$821K -$6.72K -79 -0.8%
IF
645
Ironwood Financial
Arizona
$820K
DWM
646
Dynasty Wealth Management
Florida
$818K -$983K -11,559 -55%
MW
647
Marcum Wealth
Ohio
$817K +$510 +6 +0.1%
JIP
648
Jaffetilchin Investment Partners
Florida
$813K +$329K +3,869 +68%
NSCM
649
New South Capital Management
Tennessee
$811K -$12.6M -147,695 -94%
American Century Companies
650
American Century Companies
Missouri
$810K +$810K +9,520 New