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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 %
IIA
976
Integral Investment Advisors
California
$324K -$26.4K -310 -8%
VFG
977
V2 Financial group
Illinois
$323K
AFTS
978
American Financial & Tax Strategies
New York
$322K -$4.17K -49 -1%
EWM
979
Evermay Wealth Management
Virginia
$322K
CAM
980
CPA Asset Management
Florida
$321K
SWA
981
Sax Wealth Advisors
New Jersey
$319K
RWM
982
Rockwood Wealth Management
Pennsylvania
$318K -$17.6K -207 -5%
LWMNY
983
Landmark Wealth Management (New York)
New York
$317K +$8.76K +103 +3%
MMPW
984
Mitchell McLeod Pugh & Williams
Alabama
$317K
RBWA
985
RFG - Bristol Wealth Advisors
Massachusetts
$316K -$5.02K -59 -2%
WCM
986
Winthrop Capital Management
Indiana
$316K
ICM
987
IMS Capital Management
Oregon
$315K
WI
988
Wedgewood Investors
Pennsylvania
$313K -$13.6K -160 -4%
AWA
989
Arkadios Wealth Advisors
Georgia
$312K -$14.1K -166 -4%
National Bank of Canada
990
National Bank of Canada
Quebec, Canada
$312K -$27.6K -325 -8%
ATC
991
Adirondack Trust Company
New York
$311K
VFG
992
Victory Financial Group
Texas
$310K +$1.79K +21 +0.6%
OHWP
993
Oak Harbor Wealth Partners
North Carolina
$308K
LIA
994
LBMC Investment Advisors
Tennessee
$307K
PCM
995
Poehling Capital Management
Wisconsin
$305K
SFMG
996
Sage Financial Management Group
Virginia
$304K -$41.4K -486 -12%
DSN
997
D. Scott Neal
Kentucky
$303K
KCPG
998
Kavar Capital Partners Group
Kansas
$303K
KWA
999
Kingswood Wealth Advisors
California
$302K -$61.9K -728 -17%
UBV
1000
United Bank (Virginia)
Virginia
$301K