IWR icon

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 %
FB
776
First Bancorp
Maine
$534K
RWM
777
Reston Wealth Management
Virginia
$532K -$9.95K -117 -2%
BA
778
Ballew Advisors
Mississippi
$532K +$159 +2 +0%
ACB
779
Aristotle Capital Boston
Massachusetts
$532K +$384K +4,519 +261%
WPC
780
Wedmont Private Capital
Pennsylvania
$530K -$80 -1 -0%
Empower Advisory Group
781
Empower Advisory Group
Colorado
$529K +$595 +7 +0.1%
FWIA
782
Fort Washington Investment Advisors
Ohio
$529K -$12.8K -150 -2%
SCA
783
Sandy Cove Advisors
Massachusetts
$529K -$42.1K -495 -7%
NFC
784
Northeast Financial Consultants
Connecticut
$528K
AA
785
Alesco Advisors
New York
$527K
VFIC
786
Valley Forge Investment Consultants
Pennsylvania
$527K
BHWM
787
Bar Harbor Wealth Management
New Hampshire
$526K -$22K -259 -4%
WCM
788
Windsor Capital Management
Arizona
$525K -$1.53K -18 -0.3%
IDBONY
789
Israel Discount Bank of New York
New York
$521K -$289K -3,392 -36%
HCM
790
Hollencrest Capital Management
California
$521K
IAIM
791
International Assets Investment Management
Florida
$519K -$248K -2,918 -32%
FFM
792
Forum Financial Management
Illinois
$519K
CL
793
CVFG LLC
Indiana
$516K +$18.7K +220 +4%
CF
794
Centaurus Financial
California
$514K +$142K +1,675 +38%
RCM
795
Richardson Capital Management
Wisconsin
$511K
FAT
796
First American Trust
California
$510K
EIA
797
Edgemoor Investment Advisors
Maryland
$507K
BAMG
798
Brand Asset Management Group
Missouri
$506K
PNC
799
Park National Corp
Ohio
$505K +$505K +5,941 New
BI
800
Bolthouse Investments
California
$504K