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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 %
WTB
151
Washington Trust Bank
Washington
$11.4M -$941K -11,056 -8%
PCIA
152
Prime Capital Investment Advisors
Kansas
$11.4M +$2.96M +34,813 +35%
TBWA
153
Three Bridge Wealth Advisors
California
$10.9M +$275K +3,232 +3%
PGF
154
Plan Group Financial
Oklahoma
$10.8M +$2.9M +34,083 +37%
SC
155
Steph & Co
Wisconsin
$10.6M -$977K -11,482 -8%
MGIA
156
Moneta Group Investment Advisors
Missouri
$10.6M +$417K +4,896 +4%
GF
157
GGM Financials
Ohio
$10.5M +$10.3M +121,159 +5,344%
RSWM
158
Robertson Stephens Wealth Management
California
$10.4M -$1.72M -20,217 -14%
FNT
159
First National Trust
Pennsylvania
$10.2M -$786K -9,242 -7%
FHA
160
First Horizon Advisors
Tennessee
$10.2M -$71.5K -841 -0.7%
Citigroup
161
Citigroup
New York
$10.1M +$4.31M +50,697 +75%
SFP
162
Strategic Financial Partners
Oregon
$10.1M -$702K -8,256 -7%
PG
163
Proffitt & Goodson
Tennessee
$9.9M -$407K -4,784 -4%
ONB
164
Old National Bancorp
Indiana
$9.84M -$77.8K -915 -0.8%
TMWM
165
Taylor & Morgan Wealth Management
Michigan
$9.82M +$284K +3,342 +3%
SIG
166
Stonegate Investment Group
Alabama
$9.57M -$83K -976 -0.9%
VCA
167
Verdence Capital Advisors
Maryland
$9.55M +$1.9M +22,317 +25%
WB
168
West Bancorporation
Iowa
$9.07M +$478K +5,616 +6%
CAM
169
Campion Asset Management
Virginia
$9.04M -$16K -188 -0.2%
BJL
170
Brighton Jones LLC
Washington
$9.01M +$123K +1,447 +1%
TPI
171
Trust Point Inc
Wisconsin
$9M -$30.8K -362 -0.3%
PWM
172
Perigon Wealth Management
California
$8.97M +$898K +10,560 +11%
FNFDCM
173
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$8.72M -$95.4K -1,122 -1%
PWP
174
PrairieView Wealth Partners
Illinois
$8.55M -$3.85M -45,204 -31%
MCM
175
MV Capital Management
Maryland
$8.47M +$2.04M +23,985 +32%
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