IWR icon

iShares Russell Mid-Cap ETF

1,423 hedge funds and large institutions have $34.4B invested in iShares Russell Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 133 funds opening new positions, 446 increasing their positions, 467 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

4% less repeat investments, than reductions

Existing positions increased: 446 | Existing positions reduced: 467

3% less funds holding in top 10

Funds holding in top 10: 6260 (-2)

3.83% less ownership

Funds ownership: 83.09%79.25% (-3.8%)

Holders
1,423
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
60
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.5M
Puts
$2.04M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
251
Principal Financial Group
Iowa
$5.55M
NEPWA
252
New England Private Wealth Advisors
Massachusetts
$5.52M
ANC
253
Ames National Corp
Iowa
$5.52M
TFCP
254
Twin Focus Capital Partners
Massachusetts
$5.51M
SVWAG
255
Sound View Wealth Advisors Group
Georgia
$5.5M
Tudor Investment Corp
256
Tudor Investment Corp
Connecticut
$5.41M
CP
257
Canopy Partners
Ohio
$5.39M
EW
258
Evoke Wealth
California
$5.38M
MAA
259
Matrix Asset Advisors
New York
$5.33M
CWM
260
Cahaba Wealth Management
Georgia
$5.29M
LFAS
261
Level Four Advisory Services
Texas
$5.27M
Twin Tree Management
262
Twin Tree Management
Texas
$5.21M
CPSAC
263
Chas P. Smith & Associates (CPS)
Florida
$5.2M
SJIM
264
St. Johns Investment Management
Florida
$5.18M
AIM
265
Acropolis Investment Management
Missouri
$5.16M
CCA
266
Conservest Capital Advisors
Pennsylvania
$5.15M
Citadel Advisors
267
Citadel Advisors
Florida
$5.12M
UCFA
268
United Capital Financial Advisors
Texas
$5.12M
SAM
269
Silvercrest Asset Management
New York
$5.09M
NAM
270
NTV Asset Management
West Virginia
$5.06M
CNBT
271
Canandaigua National Bank & Trust
New York
$5.06M
HW
272
Hancock Whitney
Mississippi
$4.99M
FA
273
FDx Advisors
Illinois
$4.96M
JFGIW
274
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.89M
TCOT
275
Trust Company of Toledo
Ohio
$4.79M