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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 %
CFO
1251
Colony Family Offices
North Carolina
$54.3K
FCAS
1252
First Command Advisory Services
Texas
$52.7K
FAI
1253
Fiduciary Advisors Inc
Missouri
$52K +$170 +2 +0.3%
CWP
1254
Concord Wealth Partners
Virginia
$51.9K
EWA
1255
EQ Wealth Advisors
Texas
$51.4K +$51.4K +604 New
MFA
1256
Morling Financial Advisors
California
$51K -$1.02K -12 -2%
CWM
1257
Copia Wealth Management
Oregon
$49.3K
MIA
1258
Milestone Investment Advisors
Wisconsin
$47.8K +$47.8K +562 New
WWM
1259
Woodside Wealth Management
Massachusetts
$47.6K +$47.6K +560 New
CMP
1260
Coston McIsaac & Partners
Maine
$47K +$5.04K +60 +12%
SFG
1261
Stonebridge Financial Group
Pennsylvania
$45.5K +$85 +1 +0.2%
HT
1262
Headlands Technologies
Illinois
$44.3K +$44.3K +521 New
PWMG
1263
Private Wealth Management Group
New Jersey
$44.1K
GC
1264
Garde Capital
Washington
$43.9K +$43.9K +516 New
FGAM
1265
Financial Gravity Asset Management
Texas
$43.6K +$43.6K +512 New
CMA
1266
Cedar Mountain Advisors
Oregon
$43.3K
RIA
1267
Realta Investment Advisors
Delaware
$42.8K -$1.36K -16 -3%
NMG
1268
New Millennium Group
Utah
$42.6K
BONH
1269
Bank of New Hampshire
New Hampshire
$42.5K
S
1270
SignatureFD
Georgia
$42.2K -$102K -1,200 -71%
AWM
1271
AllSquare Wealth Management
New York
$40.8K
RA
1272
Rise Advisors
New York
$39.9K +$85 +1 +0.2%
PWM
1273
Provident Wealth Management
Tennessee
$39.1K
MIM
1274
Marshall Investment Management
Colorado
$39K +$340 +4 +0.9%
PCFFS
1275
Pacific Center for Financial Services
California
$38.1K