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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 %
AIA
651
Armor Investment Advisors
North Carolina
$809K -$1.79K -21 -0.2%
NSIM
652
North Star Investment Management
Illinois
$807K
VPP
653
Vertex Planning Partners
Illinois
$801K +$209K +2,457 +35%
KCM
654
Kanawha Capital Management
Virginia
$799K +$219K +2,579 +38%
EWM
655
Empirical Wealth Management
Washington
$793K
BFA
656
Beacon Financial Advisory
Ohio
$793K -$81.1K -953 -9%
CG
657
Cynosure Group
Utah
$791K -$62.3K -732 -7%
GM
658
GeoWealth Management
Illinois
$790K -$2.89K -34 -0.4%
WDG
659
Wealth Dimensions Group
Ohio
$787K
CWP
660
Cyndeo Wealth Partners
Florida
$786K +$289K +3,396 +58%
FIA
661
Foundations Investment Advisors
Arizona
$783K +$68.7K +808 +10%
MCM
662
MidAtlantic Capital Management
Virginia
$779K -$22.5K -265 -3%
FA
663
Fiduciary Alliance
South Carolina
$776K +$776K +9,122 New
AWA
664
AmeriServ Wealth Advisors
Pennsylvania
$772K +$772K +9,080 New
SSWM
665
Smith Salley Wealth Management
North Carolina
$770K -$35K -412 -4%
GL
666
Graypoint LLC
New York
$770K +$85 +1 +0%
MPWT
667
MassMutual Private Wealth & Trust
Connecticut
$768K -$58.4K -686 -7%
V
668
ViaWealth
Kansas
$767K
GWANC
669
Guardian Wealth Advisors (North Carolina)
North Carolina
$765K +$24.1K +283 +3%
BBL
670
Beck Bode LLC
Massachusetts
$760K -$176K -2,073 -19%
BWM
671
Baron Wealth Management
Michigan
$758K -$18.8K -221 -2%
W
672
Wealthquest
Ohio
$758K -$64.1K -754 -8%
CFFP
673
Center for Financial Planning
Michigan
$757K +$681 +8 +0.1%
PFWA
674
Paces Ferry Wealth Advisors
Georgia
$755K -$6.3K -74 -0.8%
LP
675
LGL Partners
Pennsylvania
$752K +$2.21K +26 +0.3%