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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 %
M1FG
851
Mach-1 Financial Group
Arkansas
$442K +$442K +5,192 New
CA
852
CoreCap Advisors
Michigan
$441K +$27.6K +324 +7%
SCM
853
SOL Capital Management
Maryland
$441K
HCC
854
Hirtle Callaghan & Co
Pennsylvania
$438K -$178K -2,095 -29%
GKIM
855
GW&K Investment Management
Massachusetts
$437K +$72.6K +853 +20%
LI
856
LMCG Investments
Massachusetts
$436K -$39.1K -460 -8%
KPWG
857
KFA Private Wealth Group
Virginia
$436K +$436K +5,130 New
BWA
858
Bordeaux Wealth Advisors
California
$435K
FCH
859
Freestone Capital Holdings
Washington
$435K +$11.7K +137 +3%
SCP
860
Stevens Capital Partners
Nebraska
$434K -$156K -1,838 -26%
DFC
861
DBK Financial Counsel
Ohio
$434K -$85.1K -1,000 -16%
NHT
862
New Hampshire Trust
New Hampshire
$431K +$431K +5,069 New
FWP
863
Forefront Wealth Partners
Texas
$430K +$430K +5,055 New
TC
864
Trust Company
Kansas
$430K +$8.42K +99 +2%
HCA
865
Harbour Capital Advisors
Virginia
$430K
WC
866
Weil Company
California
$428K
MAM
867
MWA Asset Management
Massachusetts
$428K +$57K +670 +15%
GAA
868
Guardian Asset Advisors
Pennsylvania
$427K -$89.1K -1,057 -17%
AMCA
869
Arthur M. Cohen & Associates
Illinois
$427K +$681 +8 +0.2%
EFG
870
Everhart Financial Group
Ohio
$426K +$146K +1,721 +52%
EGA
871
E&G Advisors
Texas
$425K
HA
872
Herold Advisors
New York
$425K
VR
873
Valued Retirements
Texas
$424K
CWM
874
Castle Wealth Management
Florida
$422K
BWP
875
Burling Wealth Partners
Illinois
$422K +$117K +1,379 +39%