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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 %
MLRA
1051
Main Line Retirement Advisors
Montana
$262K +$851 +10 +0.3%
HCP
1052
Holt Capital Partners
Texas
$262K
NWMP
1053
Noble Wealth Management PBC
Colorado
$262K
PAM
1054
Peak Asset Management
Colorado
$262K
WCG
1055
Weaver Consulting Group
California
$260K +$2.89K +34 +1%
CFGW
1056
Chancellor Financial Group WB
Pennsylvania
$259K
MSWA
1057
Marshall & Sterling Wealth Advisors
New York
$259K +$766 +9 +0.3%
SAI
1058
Savvy Advisors Inc
New York
$258K +$6.04K +71 +2%
1IA
1059
1834 Investment Advisors
Wisconsin
$258K
UIA
1060
Ulland Investment Advisors
Minnesota
$257K
TA
1061
TPG Advisors
Illinois
$257K
HFS
1062
Heritage Financial Services
Massachusetts
$256K +$52.6K +618 +26%
AWA
1063
Arete Wealth Advisors
Illinois
$256K +$425 +5 +0.2%
CIAS
1064
CFS Investment Advisory Services
New Jersey
$256K +$256K +3,007 New
DFA
1065
DHJJ Financial Advisors
Illinois
$255K
GWM
1066
GSB Wealth Management
Connecticut
$253K
OS
1067
Objectivity Squared
South Carolina
$253K +$796 +10 +0.3%
CAMG
1068
CWA Asset Management Group
Florida
$253K
GGS
1069
Galvin Gaustad & Stein
Arizona
$252K
GIA
1070
GHP Investment Advisors
Colorado
$252K
T
1071
Tableaux
Massachusetts
$252K
RHP
1072
Royal Harbor Partners
Texas
$251K
TFA
1073
Tobias Financial Advisors
Florida
$250K -$44.2K -520 -15%
FBT
1074
First Bank & Trust
South Dakota
$250K
AF
1075
Apexium Financial
Texas
$249K +$596 +7 +0.2%