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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 %
EA
1126
Enclave Advisors
Texas
$222K -$20.3K -239 -8%
AIP
1127
ARS Investment Partners
New York
$221K
IC
1128
Iconiq Capital
California
$221K
TWM
1129
Thrive Wealth Management
Pennsylvania
$221K -$22.4K -263 -9%
SXL
1130
Summit X LLC
Missouri
$219K +$2.55K +30 +1%
MCI
1131
MRP Capital Investments
Georgia
$219K -$145K -1,700 -40%
FWA
1132
FSM Wealth Advisors
Ohio
$219K
PSF
1133
Pacific Sun Financial
California
$218K +$2.13K +25 +1%
WFA
1134
Wellspring Financial Advisors
Ohio
$218K
AC
1135
Asio Capital
Kentucky
$217K -$15.7K -184 -7%
PPC
1136
Park Place Capital
Alabama
$217K -$100K -1,178 -32%
FRA
1137
Front Row Advisors
California
$216K
LF
1138
Lantz Financial
Illinois
$215K +$215K +2,530 New
HWM
1139
Horizons Wealth Management
North Carolina
$214K -$15.9K -187 -7%
AIS
1140
Accredited Investor Services
Minnesota
$214K
EWA
1141
EverSource Wealth Advisors
Alabama
$214K +$2.89K +34 +1%
CCFM
1142
Clear Creek Financial Management
Washington
$214K -$6.55K -77 -3%
SB
1143
Strategic Blueprint
Georgia
$214K -$3.4K -40 -2%
MIAS
1144
Mason Investment Advisory Services
Virginia
$214K -$15.1K -178 -7%
VRM
1145
Vectors Research Management
New York
$213K +$213K +2,507 New
Balyasny Asset Management
1146
Balyasny Asset Management
Illinois
$213K +$213K +2,505 New
LI
1147
LVZ Inc
Michigan
$213K -$63.7K -749 -23%
AOWM
1148
Alpha Omega Wealth Management
Virginia
$213K
VF
1149
Vawter Financial
Ohio
$212K
PPH
1150
Pure Portfolios Holdings
Oregon
$211K -$8.08K -95 -4%