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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 %
HF
1101
HRT Financial
New York
$235K +$18K +212 +8%
TRIA
1102
Trail Ridge Investment Advisors
Colorado
$234K -$92.1K -1,083 -28%
TWG
1103
The Wealth Group
Minnesota
$234K
EW
1104
Enzi Wealth
Texas
$233K
BC
1105
Burney Company
Virginia
$233K +$7.74K +91 +3%
TYCC
1106
Texas Yale Capital Corp
Florida
$232K -$51K -600 -18%
HWM
1107
HighMark Wealth Management
Minnesota
$232K
PCTC
1108
Perkins Coie Trust Company
Washington
$231K
DL
1109
DOHJ LLC
Washington
$231K +$231K +2,716 New
AIM
1110
Aspen Investment Management
Michigan
$230K
SIG
1111
Sky Investment Group
Connecticut
$230K -$239K
ACS
1112
Archford Capital Strategies
Illinois
$230K -$2.21K -26 -1%
TIM
1113
Tortoise Investment Management
New York
$230K
MSA
1114
Marino Stram & Associates
Massachusetts
$228K -$23.7K -278 -9%
DIP
1115
Davis Investment Partners
North Carolina
$228K
JA
1116
JVL Associates
Michigan
$228K
GD
1117
Grandfield & Dodd
New York
$228K +$228K +2,675 New
BT
1118
Brandywine Trust
Delaware
$227K +$227K +2,667 New
PWM
1119
Partners Wealth Management
California
$227K
TA
1120
TruWealth Advisors
Louisiana
$227K -$20.5K -241 -8%
Luther King Capital Management (LKCM)
1121
Luther King Capital Management (LKCM)
Texas
$226K -$448K
APA
1122
Astoria Portfolio Advisors
New York
$226K +$226K +2,765 New
SCP
1123
Silverleafe Capital Partners
Tennessee
$225K
IA
1124
Integrity Alliance
Iowa
$223K +$223K +2,619 New
CIBC World Market
1125
CIBC World Market
Ontario, Canada
$222K +$425 +5 +0.2%