We are live on ! Find out more
IWR icon

iShares Russell Mid-Cap ETF

1,519 hedge funds and large institutions have $38.8B invested in iShares Russell Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 184 funds opening new positions, 556 increasing their positions, 413 reducing their positions, and 65 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

4% more capital invested

Capital invested by funds: $37.1B → $38.8B (+$1.65B)

0.7% more ownership

Funds ownership: 82.64%83.35% (+0.7%)

7% less funds holding in top 10

Funds holding in top 10: 5955 (-4)

Holders
1,519
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
55
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.73M
Puts
$884K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OGF
251
Orin Green Financial
California
$5.95M
EFS
252
Essex Financial Services
Connecticut
$5.94M
SFG
253
Sunburst Financial Group
Alabama
$5.92M
FNBT
254
FineMark National Bank & Trust
Florida
$5.88M
PCG
255
Prosperity Consulting Group
Maryland
$5.82M
TFCP
256
Twin Focus Capital Partners
Massachusetts
$5.78M
CWG
257
Cornerstone Wealth Group
North Carolina
$5.76M
GRP
258
Global Retirement Partners
California
$5.75M
TCM
259
Triumph Capital Management
Colorado
$5.74M
NEPWA
260
New England Private Wealth Advisors
Massachusetts
$5.73M
SJIM
261
St. Johns Investment Management
Florida
$5.7M
MAA
262
Matrix Asset Advisors
New York
$5.67M
EW
263
Evoke Wealth
California
$5.66M
TCWA
264
Turtle Creek Wealth Advisors
Texas
$5.65M
CWM
265
Cahaba Wealth Management
Georgia
$5.58M
SVWAG
266
Sound View Wealth Advisors Group
Georgia
$5.55M
NAM
267
NTV Asset Management
West Virginia
$5.47M
CPSC
268
Carl P. Sherr & Co
Massachusetts
$5.47M
OCM
269
One Capital Management
California
$5.47M
CPSAC
270
Chas P. Smith & Associates (CPS)
Florida
$5.45M
SAM
271
Silvercrest Asset Management
New York
$5.42M
CP
272
Canopy Partners
Ohio
$5.41M
CCA
273
Conservest Capital Advisors
Pennsylvania
$5.4M
AIM
274
Acropolis Investment Management
Missouri
$5.38M
SAG
275
SageView Advisory Group
California
$5.37M