IWR icon

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 %
MIC
1026
Meridian Investment Counsel
California
$279K
CA
1027
Crewe Advisors
Utah
$278K +$8.85K +104 +3%
PF
1028
PlanWiser Financial
Colorado
$278K +$278K +3,245 New
DA
1029
Detalus Advisors
Missouri
$277K -$11.4K -134 -4%
VBWMG
1030
Von Berge Wealth Management Group
California
$276K +$167 +2 +0.1%
First Trust Advisors
1031
First Trust Advisors
Illinois
$276K +$73.7K +867 +36%
OWA
1032
Octavia Wealth Advisors
Ohio
$275K
NCTC
1033
New Covenant Trust Company
Indiana
$274K -$3.05K -36 -1%
AG
1034
AlTi Global
New York
$274K
CAG
1035
Crestwood Advisors Group
Massachusetts
$273K +$273K +3,206 New
VDI
1036
Vaughan David Investments
Illinois
$272K
RTC
1037
Riverview Trust Company
Washington
$271K
GOCP
1038
Great Oak Capital Partners
Massachusetts
$269K
FAM
1039
Formidable Asset Management
Ohio
$269K
DPI
1040
Diversified Portfolios Inc
Michigan
$268K -$68.1K -800 -20%
AssetMark Inc
1041
AssetMark Inc
California
$267K +$16.9K +199 +7%
ORC
1042
O'Rourke & Company
Massachusetts
$266K -$14.8K -174 -5%
PCA
1043
Peddock Capital Advisors
Massachusetts
$266K -$104K -1,226 -28%
EBT
1044
Enterprise Bank & Trust
Massachusetts
$266K -$5.79K -68 -2%
EA
1045
Emerald Advisors
Washington
$265K
FCB
1046
First County Bank
Connecticut
$265K -$85.6K -1,006 -24%
TCTWM
1047
Three Cord True Wealth Management
Pennsylvania
$264K -$8.51K -100 -3%
AIA
1048
Arbor Investment Advisors
North Carolina
$264K -$81.3K -956 -24%
PFW
1049
Petros Family Wealth
Minnesota
$263K
MHIC
1050
Marble Harbor Investment Counsel
Massachusetts
$263K