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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 %
P
126
&Partners
Tennessee
$14.2M +$457K +5,404 +3%
WC
127
Woodstock Corp
Massachusetts
$14.1M -$597K -7,012 -4%
Bank of Nova Scotia
128
Bank of Nova Scotia
Ontario, Canada
$14.1M -$595 -7 -0%
PFM
129
Patton Fund Management
Texas
$13.8M -$14.5K -171 -0.1%
CFO
130
Callan Family Office
Pennsylvania
$13.8M -$1.62K -19 -0%
UW
131
Unique Wealth
Florida
$13.7M +$3.34M +39,223 +32%
LWM
132
LJI Wealth Management
Indiana
$13.7M +$1.13M +13,281 +9%
CAM
133
Cresset Asset Management
Illinois
$13.6M -$44.8K -527 -0.3%
FCP
134
Fidelis Capital Partners
Florida
$13.5M +$8.67K +104 +0.1%
FF
135
Fox Financial
Pennsylvania
$13.3M +$156K +1,835 +1%
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$13.1M +$1.78M +20,870 +16%
ALA
137
Atlas Legacy Advisors
California
$13.1M -$10.6M -124,199 -45%
BC
138
Bricktown Capital
Michigan
$13M -$85.1K -1,000 -0.7%
BFS
139
Bradley Foster & Sargent
Connecticut
$12.9M -$97K -1,140 -0.7%
FEG
140
Fund Evaluation Group
Ohio
$12.9M +$2.6M +30,591 +25%
FCBT
141
First Citizens Bank & Trust
North Carolina
$12.7M -$450K -5,286 -3%
BIM
142
Bridges Investment Management
Nebraska
$12.5M -$209K -2,455 -2%
ATPW
143
Ashton Thomas Private Wealth
Arizona
$12.4M +$984K +11,563 +9%
VA
144
VestGen Advisors
Illinois
$12.3M +$12.3M +144,178 New
AllianceBernstein
145
AllianceBernstein
Tennessee
$12.2M +$434K +5,099 +4%
William Blair & Company
146
William Blair & Company
Illinois
$12.1M -$120K -1,412 -1%
PWAM
147
Private Wealth Asset Management
Iowa
$12.1M +$12.1M +142,389 New
B
148
Bailard
California
$11.8M +$32.2K +378 +0.3%
MNBTD
149
Moody National Bank Trust Division
Texas
$11.7M -$71.9K -845 -0.6%
EH
150
Equitable Holdings
New York
$11.5M +$2.4M +28,252 +26%
4 5
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