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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 %
CG
876
Caprock Group
Idaho
$421K -$521K -6,124 -55%
IWMA
877
Ironwood Wealth Management (Arizona)
Arizona
$419K -$43.5K -511 -9%
MCM
878
M1 Capital Management
Michigan
$413K
Betterment LLC
879
Betterment LLC
New York
$413K +$67.3K +792 +19%
FFC
880
First Financial Corp
Indiana
$412K
IWP
881
Invenio Wealth Partners
Florida
$412K
PL
882
Plancorp LLC
Missouri
$411K +$1.53K +18 +0.4%
FPW
883
Flagship Private Wealth
Massachusetts
$411K +$36.2K +426 +10%
CT
884
Colonial Trust
South Carolina
$410K
CI
885
Clal Insurance
Israel
$409K
PWM
886
Palacios Wealth Management
Florida
$407K +$407K +2,054 New
Deutsche Bank
887
Deutsche Bank
Germany
$405K
CCA
888
Checchi Capital Advisers
California
$405K +$27.2K +320 +7%
NCM
889
NCM Capital Management
New Jersey
$404K
I
890
InvesTrust
Oklahoma
$403K
JFG
891
Jefferies Financial Group
New York
$403K -$11.7K -137 -3%
CKAIS
892
Christensen King & Associates Investment Services
Washington
$403K -$27.1K -311 -6%
CTA
893
Colonial Trust Advisors
South Carolina
$402K -$48.4K -569 -11%
BFM
894
Broadview Financial Management
Wisconsin
$401K -$3.06K -36 -0.8%
LFA
895
Legacy Financial Advisors
Kentucky
$401K
HFP
896
Holistic Financial Partners
Indiana
$401K
SP
897
Stonebrook Private
Michigan
$401K +$401K +4,712 New
CB
898
Cadence Bank
Mississippi
$401K
AFA
899
Antonelli Financial Advisors
Michigan
$401K -$21.3K -250 -5%
PCG
900
Prosperity Consulting Group
Maryland
$400K -$4.68K -55 -1%