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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 %
ST
1001
Spinnaker Trust
Maine
$300K -$143K -1,678 -32%
MAS
1002
Madden Advisory Services
Florida
$300K -$1.87K -22 -0.6%
TDWM
1003
Topel & Distasi Wealth Management
California
$300K -$851 -10 -0.3%
HCM
1004
Howland Capital Management
Massachusetts
$299K
IA
1005
IFG Advisory
Georgia
$298K +$80.1K +942 +37%
AWAG
1006
ARS Wealth Advisors Group
Florida
$298K +$85 +1 +0%
BGAI
1007
Bruce G. Allen Investments
Colorado
$297K +$936 +11 +0.3%
GFA
1008
Gallagher Fiduciary Advisors
Illinois
$296K +$65.8K +774 +29%
WWP
1009
Wise Wealth Partners
Arizona
$296K -$2.3K -27 -0.8%
TAM
1010
Townsend Asset Management
North Carolina
$296K +$85 +1 +0%
Chevy Chase Trust
1011
Chevy Chase Trust
Maryland
$294K +$294K +3,453 New
JBW
1012
Journey Beyond Wealth
Georgia
$293K
DAS
1013
Diversify Advisory Services
Utah
$290K -$81.6K -969 -22%
TW
1014
TritonPoint Wealth
Maryland
$290K +$170 +2 +0.1%
APW
1015
Acima Private Wealth
Virginia
$290K
NPT
1016
Nixon Peabody Trust
Massachusetts
$288K -$9.78K -115 -3%
JWM
1017
JGP Wealth Management
Oregon
$288K -$851 -10 -0.3%
AA
1018
Armis Advisers
Georgia
$287K +$287K +3,377 New
RWP
1019
Revolve Wealth Partners
New Jersey
$286K -$25.2K -296 -8%
RZH
1020
Relyea Zuckerberg Hanson
Connecticut
$286K +$85 +1 +0%
BFO
1021
Biltmore Family Office
North Carolina
$285K
KA
1022
Kure Advisory
Minnesota
$284K +$284K +3,335 New
SF
1023
Summit Financial
New Jersey
$284K +$284K +3,334 New
USB
1024
Union Savings Bank
Connecticut
$283K
GIA
1025
Guyasuta Investment Advisors
Pennsylvania
$281K