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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 %
TWA
726
TCI Wealth Advisors
Arizona
$658K +$230K +2,704 +54%
SIAS
727
Summit Investment Advisory Services
Minnesota
$654K +$170 +2 +0%
BFA
728
Bragg Financial Advisors
North Carolina
$653K
PAS
729
Park Avenue Securities
New York
$651K -$572K -6,728 -47%
DWP
730
Destiny Wealth Partners
Florida
$648K
JFA
731
JNBA Financial Advisors
Minnesota
$647K -$5.1K -60 -0.8%
PB
732
Pinnacle Bancorp
Nebraska
$638K +$1.79K +21 +0.3%
BWA
733
BlueSky Wealth Advisors
North Carolina
$636K
CAC
734
Certified Advisory Corp
Florida
$631K -$233K -2,738 -27%
BFW
735
Brady Family Wealth
Missouri
$630K -$23.8K -280 -4%
CCP
736
Cassia Capital Partners
North Carolina
$625K -$46.4K -545 -7%
IIA
737
ICW Investment Advisors
Arizona
$622K
AWM
738
Angeles Wealth Management
California
$621K
GSEP
739
Golden State Equity Partners
California
$619K -$10.4K -122 -2%
FFP
740
FourThought Financial Partners
Florida
$618K
FCFC
741
First Commonwealth Financial Corp
Pennsylvania
$616K -$117K -1,374 -16%
TSW
742
Thompson Siegel & Walmsley
Virginia
$610K
CCFCSB
743
Cape Cod Five Cents Savings Bank
Massachusetts
$609K
HAIM
744
Hunter Associates Investment Management
Pennsylvania
$608K +$85 +1 +0%
GWM
745
Greenhouse Wealth Management
Connecticut
$605K +$1.87K +22 +0.3%
ST
746
Smithfield Trust
Pennsylvania
$602K
TP
747
Tranquility Partners
Tennessee
$601K +$70.5K +829 +13%
BFPW
748
BOK Financial Private Wealth
Colorado
$600K
SIM
749
Stratos Investment Management
Ohio
$600K +$340 +4 +0.1%
LFG
750
Larson Financial Group
Missouri
$599K -$68.2K -802 -10%