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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 %
CIAS
1201
Capital Investment Advisory Services
North Carolina
$130K +$12.8K +151 +11%
EDRH
1202
Edmond de Rothschild Holding
Switzerland
$130K
CP
1203
Covenant Partners
Tennessee
$128K -$21.3K -250 -14%
MAFA
1204
MJT & Associates Financial Advisory
Minnesota
$128K +$128K +1,500 New
LI
1205
LRI Investments
Florida
$124K
LWA
1206
Lowe Wealth Advisors
Maryland
$124K -$15K -176 -11%
NRC
1207
New Republic Capital
North Carolina
$123K +$15.3K +180 +14%
MFC
1208
Mechanics Financial Corp
Ohio
$122K
CB
1209
CNB Bank
Pennsylvania
$121K
MWM
1210
MorganRosel Wealth Management
Colorado
$120K +$120K +1,407 New
MFC
1211
Morris Financial Concepts
South Carolina
$116K
Qube Research & Technologies (QRT)
1212
Qube Research & Technologies (QRT)
United Kingdom
$116K -$453K -5,328 -80%
EWP
1213
Elevation Wealth Partners
California
$114K
DWM
1214
Darwin Wealth Management
Florida
$112K
M
1215
MOTCO
Texas
$111K
GEA
1216
Glen Eagle Advisors
New Jersey
$110K
VWWMG
1217
Vermillion & White Wealth Management Group
Pennsylvania
$109K
PWA
1218
Provenance Wealth Advisors
Florida
$108K
HWM
1219
Hemington Wealth Management
Virginia
$105K
MA
1220
Marquette Associates
Illinois
$102K
WTA
1221
Washington Trust Advisors
Massachusetts
$102K +$31.6K +372 +45%
AIM
1222
Anchor Investment Management
South Carolina
$99.4K -$3.49K -41 -3%
LWCFA
1223
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$98.8K
NC
1224
North Capital
Utah
$98.6K +$98.6K +1,159 New
KFI
1225
Key Financial Inc
Pennsylvania
$97.7K +$425 +5 +0.4%