IWR icon

iShares Russell Mid-Cap ETF

1,502 hedge funds and large institutions have $38.7B invested in iShares Russell Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 556 increasing their positions, 408 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 → $38.7B (+$1.61B)

0.62% more ownership

Funds ownership: 82.62%83.24% (+0.62%)

10% less funds holding in top 10

Funds holding in top 10: 5852 (-6)

Holders
1,502
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
52
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
PFS
326
Prospera Financial Services
Texas
$3.49M
NS
327
NBC Securities
Alabama
$3.49M
CC
328
Courier Capital
New York
$3.45M
FA
329
Flagstar Advisors
New York
$3.43M
ECM
330
Elgethun Capital Management
South Dakota
$3.42M
CD
331
Chapin Davis
Maryland
$3.42M
GIA
332
Gladstone Institutional Advisory
Florida
$3.39M
EW
333
Elyxium Wealth
California
$3.39M
MG
334
Mather Group
Illinois
$3.39M
GC
335
Granville Capital
North Carolina
$3.38M
AFC
336
AFT Forsyth & Company
Florida
$3.37M
Renaissance Technologies
337
Renaissance Technologies
New York
$3.35M
PTC
338
Private Trust Company
Ohio
$3.35M
HCMT
339
Highland Capital Management (Tennessee)
Tennessee
$3.35M
WIA
340
World Investment Advisors
California
$3.34M
PFA
341
Pathway Financial Advisors
Vermont
$3.33M
AI
342
Atria Investments
North Carolina
$3.32M
ECM
343
Evergreen Capital Management
Washington
$3.31M
NWA
344
Northwest Wealth Advisors
Washington
$3.3M
RhumbLine Advisers
345
RhumbLine Advisers
Massachusetts
$3.27M
GT
346
Greenleaf Trust
Michigan
$3.26M
VA
347
VestGen Advisors
Illinois
$3.24M
RPSA
348
Richard P. Slaughter Associates
Texas
$3.22M
AQR Capital Management
349
AQR Capital Management
Connecticut
$3.22M
FPCP
350
Fort Point Capital Partners
California
$3.13M