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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 %
FDW
1301
Fourth Dimension Wealth
Ohio
$20.7K
CJH
1302
Christopher J. Hasenberg
Wisconsin
$20.6K
SIM
1303
Synergy Investment Management
Florida
$19.1K
CWM
1304
Consultiva Wealth Management
Puerto Rico
$17.5K
WIM
1305
Westside Investment Management
California
$17K
CT
1306
Clearstead Trust
Maine
$17K
GCM
1307
Gables Capital Management
Florida
$16.2K
CAC
1308
Core Alternative Capital
Georgia
$16.2K
SWIM
1309
Smallwood Wealth Investment Management
New Jersey
$16.2K +$16.2K +190 New
AWM
1310
Atticus Wealth Management
Florida
$15.9K -$426 -5 -3%
SIS
1311
Sound Income Strategies
Florida
$15.6K +$10.9K +128 +233%
ME
1312
McIlrath & Eck
Washington
$15.5K
EAM
1313
Eukles Asset Management
Ohio
$14.1K
AAG
1314
Armstrong Advisory Group
Massachusetts
$14.1K
WBC
1315
West Branch Capital
Massachusetts
$13.6K
T
1316
Transce3nd
Texas
$13.4K -$340 -4 -2%
GWM
1317
Graybill Wealth Management
Illinois
$12.8K +$12.8K +150 New
NFSG
1318
Newbridge Financial Services Group
Florida
$12.3K -$11.9K -140 -49%
SA
1319
SRH Advisors
Kansas
$12.3K
MM
1320
Main Management
California
$12K -$1.92K -23 -14%
WF
1321
Wayfinding Financial
Washington
$12K +$12K +148 New
AGWCA
1322
Annis Gardner Whiting Capital Advisors
Florida
$11.1K
NG
1323
NWK Group
California
$10.9K
IWP
1324
IAG Wealth Partners
Wisconsin
$10.7K
BOJHT
1325
Bank of Jackson Hole Trust
Wyoming
$9.66K -$26.8K -300 -74%