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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 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
Name Holding Trade Value Shares
Change
Shares
Change %
UWPG
176
Ullmann Wealth Partners Group
Florida
$8.37M -$348K -4,092 -4%
ATC
177
Argent Trust Co
Tennessee
$8.34M -$23.9K -281 -0.3%
SQA
178
Simon Quick Advisors
New Jersey
$8.21M -$169K -1,988 -2%
WC
179
Waterloo Capital
Texas
$8.2M +$283K +3,321 +4%
HTC
180
Haverford Trust Company
Pennsylvania
$8.14M -$309K -3,633 -4%
SAM
181
Sawgrass Asset Management
Florida
$8.03M
LPAM
182
Lodestar Private Asset Management
California
$7.95M +$78.4K +922 +1%
GFG
183
Goldstone Financial Group
Illinois
$7.83M -$514K -6,046 -6%
GT
184
Glenmede Trust
Pennsylvania
$7.83M -$43K -505 -0.5%
HPM
185
Hoxton Planning & Management
West Virginia
$7.67M +$7.67M +90,114 New
TLA
186
Tanglewood Legacy Advisors
Texas
$7.6M +$474K +5,575 +7%
IBOK
187
Independence Bank of Kentucky
Kentucky
$7.51M -$335K -3,935 -4%
SG
188
StoneX Group
New York
$7.51M +$616K +7,245 +9%
DT
189
Diversified Trust
Tennessee
$7.35M -$404K -4,753 -5%
SWP
190
Summit Wealth Partners
Florida
$7.29M -$225K -2,649 -3%
MWA
191
Moser Wealth Advisors
Washington
$7.22M -$446K -5,238 -6%
ACM
192
Argent Capital Management
Missouri
$7.21M +$6.97M +81,951 +2,916%
IC
193
IEQ Capital
California
$7.18M +$666K +7,831 +10%
BWFA
194
Baltimore-Washington Financial Advisors
Maryland
$7.17M -$28.4K -334 -0.4%
SC
195
Savant Capital
Illinois
$7.1M -$97.2K -1,142 -1%
RWP
196
RWA Wealth Partners
Massachusetts
$7.08M -$114K -1,344 -2%
TCB
197
Texas Capital Bancshares
Texas
$7.06M -$383K -4,505 -5%
GT
198
Greenleaf Trust
Michigan
$7.04M +$659K +7,744 +10%
FB
199
Fulton Bank
Pennsylvania
$6.99M
NW
200
NewEdge Wealth
Pennsylvania
$6.93M +$444K +5,224 +7%