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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 %
SWRP
1076
Summit Wealth & Retirement Planning
California
$249K
TC
1077
TAGStone Capital
North Carolina
$248K
TVAMP
1078
Tennessee Valley Asset Management Partners
Tennessee
$247K -$39.1K -459 -14%
BCAM
1079
Boston Common Asset Management
Massachusetts
$247K -$46.1K -542 -16%
MSFS
1080
Main Street Financial Solutions
Pennsylvania
$246K
FDDB
1081
Fidelity D&D Bancorp
Pennsylvania
$246K -$1.36K -16 -0.6%
FWI
1082
Facet Wealth Inc
Maryland
$245K +$29.8K +348 +14%
AWC
1083
Abundance Wealth Counselors
Pennsylvania
$244K +$14.6K +172 +6%
TA
1084
TFG Advisers
Michigan
$243K -$8.68K -102 -3%
SC
1085
Stephenson & Company
California
$242K
SC
1086
Scotia Capital
Ontario, Canada
$242K -$15.4K -181 -6%
SWC
1087
Spectrum Wealth Counsel
Indiana
$241K +$229K +2,691 +1,856%
AC
1088
AlphaCore Capital
California
$240K +$240K +2,827 New
SVWG
1089
Shared Vision Wealth Group
United States
$240K +$25.4K +299 +12%
SWA
1090
Serenus Wealth Advisors
California
$239K
TM
1091
TigerOak Management
New Mexico
$239K
RWM
1092
Ritholtz Wealth Management
New York
$238K +$238K +2,803 New
AMM
1093
American Money Management
California
$238K
TH
1094
TCTC Holdings
Texas
$238K
ECM
1095
Exchange Capital Management
Michigan
$238K -$23.8K -280 -9%
NA
1096
Nautilus Advisors
California
$237K +$85 +1 +0%
MA
1097
Mutual Advisors
Nebraska
$237K -$24.6K -295 -9%
LSWP
1098
Liberty Square Wealth Partners
Pennsylvania
$237K
MPW
1099
Magnolia Private Wealth
Pennsylvania
$236K +$236K +2,774 New
FG
1100
Fairman Group
Pennsylvania
$236K +$265 +3 +0.1%