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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 %
MPW
1151
Monterey Private Wealth
California
$210K +$340 +4 +0.2%
VA
1152
Vident Advisory
Georgia
$210K -$264K -3,107 -56%
TCOV
1153
Trust Company of Vermont
Vermont
$209K
BWP
1154
Baldwin Wealth Partners
Massachusetts
$209K -$5.02K -59 -2%
KWS
1155
Keystone Wealth Services
California
$208K
IIA
1156
Integrity Investment Advisors
Colorado
$208K +$208K +2,442 New
IP
1157
Ignite Planners
California
$208K +$9.34K +111 +5%
HCM
1158
Hillman Capital Management
Maryland
$207K +$255 +3 +0.1%
RW
1159
Ridgeline Wealth
Arizona
$206K
FFG
1160
Frisch Financial Group
New York
$206K +$510 +6 +0.2%
BAM
1161
Berkshire Asset Management
Pennsylvania
$206K
GWM
1162
GDS Wealth Management
Texas
$205K
HGA
1163
Hobbs Group Advisors
South Carolina
$205K +$205K +2,410 New
HNWA
1164
Henrickson Nauta Wealth Advisors
Michigan
$204K +$204K +2,604 New
BAM
1165
Bellevue Asset Management
Washington
$203K +$36.6K +430 +22%
RBC
1166
Romano Brothers & Co
Illinois
$202K -$45K -529 -18%
CCMI
1167
Creative Capital Management Investments
California
$201K
CMP
1168
Courage Miller Partners
Virginia
$200K
BG
1169
Bollard Group
Massachusetts
$200K +$340 +4 +0.2%
MEG
1170
Millstone Evans Group
Colorado
$198K +$33.9K +398 +21%
DPW
1171
DiNuzzo Private Wealth
Pennsylvania
$198K
DF
1172
Dunhill Financial
United Kingdom
$198K
OW
1173
Olistico Wealth
Oklahoma
$195K -$41.1K -483 -17%
AG
1174
AmeriFlex Group
Nevada
$189K -$43.2K -508 -19%
CWC
1175
Carolinas Wealth Consulting
North Carolina
$183K +$425 +5 +0.2%