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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 %
VBA
1176
von Borstel & Associates
Oregon
$181K +$181K +2,136 New
LWANC
1177
Laurel Wealth Advisors (North Carolina)
North Carolina
$178K +$6.64K +78 +4%
TWM
1178
Topsail Wealth Management
North Carolina
$177K
TIAAOA
1179
Teachers Insurance & Annuity Association of America
New York
$175K
BCMLT
1180
Beacon Capital Management LLC (Tennessee)
Tennessee
$172K +$29.3K +344 +20%
W
1181
WealthCollab
Washington
$166K
WC
1182
Westwind Capital
New Mexico
$165K
TC
1183
Truvestments Capital
Florida
$165K +$60.5K +711 +58%
BA
1184
Ballast Advisors
Minnesota
$161K -$22.9K -269 -12%
PWM
1185
Parkworth Wealth Management
California
$161K +$425 +5 +0.3%
CAL
1186
Capital Advisors Ltd
Ohio
$157K -$9.56K -112 -6%
FIM
1187
FWL Investment Management
Texas
$154K
IF
1188
Integrity Financial
Wyoming
$154K +$1.02K +12 +0.7%
PPA
1189
Painted Porch Advisors
California
$153K
LFA
1190
LGT Financial Advisors
Texas
$150K +$425 +5 +0.3%
HBW
1191
Hazlett, Burt & Watson
West Virginia
$148K -$43.1K -507 -23%
FWM
1192
FSA Wealth Management
Massachusetts
$146K
BWL
1193
Bogart Wealth LLC
Virginia
$144K -$4.08K -48 -3%
HPIA
1194
Hamilton Point Investment Advisors
North Carolina
$142K
RIL
1195
Rothschild Investment LLC
Illinois
$139K +$1.36K +16 +1%
BIG
1196
Brooklyn Investment Group
New York
$134K +$134K +1,580 New
HNW
1197
High Note Wealth
Minnesota
$133K
FAM
1198
Flaharty Asset Management
Florida
$131K +$131K +1,541 New
CFO
1199
CVA Family Office
Colorado
$131K
FFL
1200
Financial Freedom LLC
Ohio
$130K +$170 +2 +0.1%