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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 %
BAAM
951
Baker Avenue Asset Management
California
$344K +$936 +11 +0.3%
WP
952
WealthShield Partners
North Carolina
$343K -$164K -1,925 -32%
CFG
953
Clayton Financial Group
Missouri
$342K -$936 -11 -0.3%
MFG
954
Magnus Financial Group
New York
$341K -$1.19K -14 -0.3%
PWA
955
Phoenix Wealth Advisors
North Carolina
$340K
UCB
956
United Community Bank
South Carolina
$340K +$34.5K +405 +11%
RW
957
REDW Wealth
New Mexico
$340K
APP
958
Avantax Planning Partners
Iowa
$337K
PWA
959
Prairie Wealth Advisors
Nebraska
$337K
HCM
960
HMS Capital Management
Tennessee
$335K
HPC
961
HM Payson & Co
Maine
$334K -$35.7K -420 -10%
FNA
962
First National Advisers
Nebraska
$332K
GPA
963
Guidance Point Advisors
Massachusetts
$331K -$41.3K -486 -11%
TWM
964
Tanager Wealth Management
United Kingdom
$330K +$330K +3,884 New
VNA
965
Valley National Advisers
Pennsylvania
$330K
HP
966
Holistic Planning
Texas
$329K +$2.38K +28 +0.7%
ABWM
967
Alpine Bank Wealth Management
Colorado
$326K +$326K +3,835 New
BWP
968
Bernardo Wealth Planning
Pennsylvania
$326K -$6.29K -74 -2%
WW
969
Waterfront Wealth
Kansas
$325K
PPW
970
PACK Private Wealth
Minnesota
$325K
AW
971
Alaethes Wealth
Nevada
$325K +$94.9K +1,115 +41%
FA
972
Financial Alternatives
California
$324K
EA
973
Eclectic Associates
California
$324K -$44.5K -523 -12%
RA
974
RFG Advisory
Alabama
$324K -$6.72K -79 -2%
MFA
975
McClarren Financial Advisors
Pennsylvania
$324K +$324K +85 New