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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 %
CWM
751
Cranbrook Wealth Management
Michigan
$597K
MWM
752
McNaughton Wealth Management
California
$590K
AC
753
Anson Capital
Georgia
$590K
FPB
754
First PREMIER Bank
South Dakota
$589K
CAL
755
Capital Analysts LLC
Pennsylvania
$589K +$255K +3,004 +77%
TNB
756
Thomasville National Bank
Georgia
$586K +$2.55K +30 +0.4%
TF
757
Tompkins Financial
New York
$586K -$3.57K -42 -0.6%
SCTC
758
Sanibel Captiva Trust Company
Florida
$584K
MAWA
759
Moss Adams Wealth Advisors
Washington
$582K -$17K -200 -3%
LC
760
Lindbrook Capital
California
$582K +$28.3K +333 +5%
TFA
761
TPG Financial Advisors
Oregon
$579K +$4K +47 +0.7%
MA
762
Montag & Associates
Georgia
$576K +$510 +6 +0.1%
BMC
763
Bear Mountain Capital
Washington
$571K -$926 -11 -0.2%
BPC
764
Bearing Point Capital
Minnesota
$564K +$19.2K +226 +4%
HI
765
Harbour Investments
Wisconsin
$564K -$4.34K -51 -0.8%
SWM
766
SilverOak Wealth Management
Minnesota
$562K +$138K +1,624 +33%
OPCM
767
Osborne Partners Capital Management
California
$561K
AO
768
Advisor OS
Illinois
$561K +$561K +6,600 New
ARG
769
Advisory Resource Group
Oklahoma
$560K +$35.2K +414 +7%
CIC
770
Carnegie Investment Counsel
Ohio
$559K +$173K +2,223 +45%
CWM
771
Cordatus Wealth Management
Pennsylvania
$549K -$2.13K -25 -0.4%
SWM
772
Segment Wealth Management
Texas
$549K +$16.3K +192 +3%
AMBIA
773
Allen Mooney & Barnes Investment Advisors
Georgia
$539K +$28.5K +335 +6%
BSB
774
Bangor Savings Bank
Maine
$537K -$4.51K -53 -0.8%
MC
775
Mathes Company
New York
$536K