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 %
VIA
801
Vickerman Investment Advisors
Washington
$503K +$281K +3,308 +127%
DAS
802
Dynamic Advisor Solutions
Arizona
$501K -$59.1K -695 -11%
AP
803
Adero Partners
California
$500K
TCOTS
804
Trust Company of the South
North Carolina
$500K
JJBC
805
James J. Burns & Company
New York
$500K +$3.74K +44 +0.8%
AFP
806
Alpha Financial Partners
Kentucky
$499K -$2.3K -27 -0.5%
MA
807
MJP Associates
Connecticut
$498K +$498K +5,859 New
TC
808
TownSquare Capital
Utah
$498K +$115K +1,352 +30%
FAIM
809
Financial Advocates Investment Management
Washington
$495K -$19.6K -230 -4%
FBC
810
Fairfield, Bush & Co
Connecticut
$491K +$45.6K +536 +10%
JIC
811
Joel Isaacson & Co
New York
$490K +$88.6K +1,042 +22%
MOS
812
MGO One Seven
Ohio
$490K -$27.8K -327 -5%
FPCG
813
Forum Private Client Group
Indiana
$489K -$20.4K -240 -4%
MPCL
814
My Personal CFO LLC
Washington
$486K +$255 +3 +0.1%
PAM
815
Palisade Asset Management
Minnesota
$486K
WP
816
Westmount Partners
California
$485K -$38.5K -452 -7%
SA
817
Sovran Advisors
California
$484K +$21.8K +271 +5%
CCP
818
Clarity Capital Partners
California
$483K -$8.51K -100 -2%
CSC
819
Caldwell Sutter Capital
California
$482K
PAS
820
PKS Advisory Services
New York
$482K -$8K -94 -2%
BAS
821
Brueske Advisory Services
Washington
$481K
SWA
822
SFMG Wealth Advisors
Texas
$479K
SC
823
Sepio Capital
Utah
$479K
TFM
824
TFC Financial Management
Massachusetts
$477K -$33.6K -395 -7%
NB
825
Nicolet Bankshares
Wisconsin
$477K +$3.4K +40 +0.7%