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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 %
FSC
201
Full Sail Capital
Oklahoma
$6.88M -$173K -2,039 -2%
EW
202
Evoke Wealth
California
$6.85M -$616K -7,237 -8%
RPC
203
Rossmore Private Capital
Connecticut
$6.83M -$299K -3,512 -4%
PPWM
204
Paragon Private Wealth Management
Kentucky
$6.74M +$1.23M +14,442 +22%
CI
205
Conning Inc
Connecticut
$6.72M -$5.45M -64,034 -45%
FMC
206
First Merchants Corp
Indiana
$6.68M -$250K -2,938 -4%
Bessemer Group
207
Bessemer Group
New Jersey
$6.59M +$1.41M +16,610 +27%
CL
208
Choreo LLC
Illinois
$6.54M -$46.3K -544 -0.7%
KPWS
209
Kestra Private Wealth Services
Texas
$6.52M +$84.9K +998 +1%
SIC
210
Salem Investment Counselors
North Carolina
$6.49M -$104K -1,222 -2%
BFG
211
Bleakley Financial Group
New Jersey
$6.45M -$146K -1,713 -2%
SDWMA
212
Schneider Downs Wealth Management Advisors
Pennsylvania
$6.41M +$1.19K +14 +0%
CHC
213
City Holding Co
West Virginia
$6.31M +$108K +1,270 +2%
IA
214
IFC Advisors
California
$6.26M -$81.3K -956 -1%
CWG
215
Cornerstone Wealth Group
North Carolina
$6.2M -$456K -5,365 -7%
FAM
216
Forte Asset Management
New York
$6.17M +$190K +2,228 +3%
HCA
217
Heck Capital Advisors
Wisconsin
$6.13M +$40.2K +472 +0.7%
FTS
218
Fifth Third Securities
Ohio
$6.11M -$441K -5,189 -7%
TCWA
219
Turtle Creek Wealth Advisors
Texas
$6.1M +$1.2M +14,067 +24%
ACA
220
Aptus Capital Advisors
Alabama
$6.06M -$4.76K -56 -0.1%
Principal Financial Group
221
Principal Financial Group
Iowa
$6M -$5.4M -63,439 -47%
TWM
222
Tolleson Wealth Management
Texas
$6M -$245K -2,877 -4%
CAM
223
Carret Asset Management
New York
$5.98M +$56.3K +662 +1%
PFP
224
Pinnacle Financial Partners
Tennessee
$5.92M +$1.02M +11,786 +21%
NFG
225
Nadler Financial Group
Illinois
$5.87M +$37K +435 +0.6%