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iShares Russell Mid-Cap ETF
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Overview Fund Activity

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 92 funds opening new positions, 429 increasing their positions, 484 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,355
Holders Change
-42
Holders Change %
-3.01%
% of All Funds
18.41%
Holding in Top 10
62
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.59%
% of All Funds
0.84%
New
92
Increased
429
Reduced
484
Closed
99
Calls
$9.38M
Puts
$12.6M
Net Calls
-$3.26M
Net Calls Change
-$15.2M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$5.63B
2
Wells Fargo
Wells Fargo
California
$3.26B
3
Morgan Stanley
Morgan Stanley
New York
$856M
4
Natixis Advisors
Natixis Advisors
Massachusetts
$159M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$682M

Top Sellers

1
CW
Curio Wealth
Maryland
$858K
2
Ameriprise
Ameriprise
Minnesota
$297M
3
HNB
Huntington National Bank
Ohio
$44.9M
4
LLWM
Life Line Wealth Management
California
$3.11M
5
SNB
Security National Bank
Nebraska
$30.6K
Name Holding Trade Value Shares
Change 		Shares
Change %
FFN
101
Focus Financial Network
Minnesota
$20.6M -$412K -4,841 -2%
KAS
102
Kestra Advisory Services
Texas
$19.7M +$3.28M +38,514 +20%
LA
103
Legacy Advisors
Pennsylvania
$19.6M +$125K +1,467 +0.6%
ANB
104
Amarillo National Bank
Texas
$19.5M -$3.37M -39,557 -15%
MIM
105
Miller Investment Management
Pennsylvania
$19.5M -$76.5K -899 -0.4%
AWM
106
AE Wealth Management
Kansas
$18.6M +$2.39M +28,127 +15%
FTWA
107
Fifth Third Wealth Advisors
Ohio
$18.2M +$2.44M +28,630 +15%
BCWM
108
Bartlett & Co Wealth Management
Ohio
$17.9M +$1.08M +12,676 +6%
Mercer Global Advisors
109
Mercer Global Advisors
Colorado
$17.8M +$896K +10,527 +5%
CWM
110
CCG Wealth Management
California
$17.7M +$4.52M +53,086 +34%
MAG
111
Members Advisory Group
New York
$17.5M -$148K -1,735 -0.8%
SWP
112
Stratos Wealth Partners
Ohio
$17.4M -$3.19M -37,466 -15%
WTC
113
WhitTier Trust Company
Nevada
$17.3M -$1.48M -17,441 -8%
KOC
114
Koss-Olinger Consulting
Florida
$16.3M -$360K -4,233 -2%
WT
115
Whittier Trust
California
$16.1M +$32.4K +381 +0.2%
PA
116
PFW Advisors
Georgia
$16M -$375K -4,403 -2%
SCG
117
Sonata Capital Group
Washington
$15.7M -$262K -3,082 -2%
PAG
118
Private Advisor Group
New Jersey
$15.6M +$464K +5,460 +3%
NA
119
NewEdge Advisors
Louisiana
$15.5M +$536K +6,302 +4%
VOYA Investment Management
120
VOYA Investment Management
Georgia
$15.1M -$975K -11,458 -6%
AWE
121
Avidian Wealth Enterprises
Texas
$15.1M +$33.9K +399 +0.2%
BA
122
Bristlecone Advisors
Washington
$15M -$123K -1,449 -0.8%
CANC
123
Culbertson A N & Co
Virginia
$14.6M -$38.7K -455 -0.3%
WA
124
Waverly Advisors
Alabama
$14.3M +$346K +4,070 +2%
BF
125
BOK Financial
Oklahoma
$14.3M -$2.01M -23,586 -12%
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5
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