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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 %
MWM
1276
Mascoma Wealth Management
New Hampshire
$36.5K +$1.96K +23 +6%
PWA
1277
Physician Wealth Advisors
Utah
$36.3K +$36.3K +426 New
MFT
1278
Moisand Fitzgerald Tamayo
Florida
$35.6K
WWM
1279
Wolff Wiese Magana
California
$35.4K
LWMI
1280
Legacy Wealth Management (Idaho)
Idaho
$34.9K -$1.45K -17 -4%
SMA
1281
Sage Mountain Advisors
Georgia
$34.3K
BIM
1282
Breakwater Investment Management
Washington
$33K
CPA
1283
Cardiff Park Advisors
California
$32.3K
HC
1284
Hoese & Co
Minnesota
$31.1K
SNB
1285
Security National Bank
Nebraska
$30.6K -$27.1M -318,356 -100%
CFD
1286
Creative Financial Designs
Indiana
$30.6K -$398K -4,682 -93%
RF
1287
Rossby Financial
Florida
$30.6K +$30.6K +367 New
NEWAS
1288
N.E.W. Advisory Services
Wisconsin
$30.5K +$30.5K +358 New
FFWM
1289
Future Financial Wealth Management
Ohio
$29.2K
PAG
1290
Paladin Advisory Group
Iowa
$28.7K
RAM
1291
Riggs Asset Management
Pennsylvania
$28.2K +$28.2K +331 New
TTIC
1292
Tower Trust & Investment Company
Iowa
$26.9K +$26.9K +320 New
AAP
1293
Arax Advisory Partners
Colorado
$26.9K +$26.9K +316 New
GGI
1294
Godsey & Gibb Inc
Virginia
$25.5K
FPF
1295
First Pacific Financial
Washington
$25.5K
PFSC
1296
Peoples Financial Services Corp
Pennsylvania
$25.5K
SIC
1297
SJS Investment Consulting
Ohio
$25.1K
CBT
1298
Crews Bank & Trust
Florida
$23.4K
POIA
1299
Pin Oak Investment Advisors
Texas
$21K
GJIA
1300
Glass Jacobson Investment Advisors
Maryland
$20.9K