IWR icon

iShares Russell Mid-Cap ETF

1,430 hedge funds and large institutions have $34.5B invested in iShares Russell Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 133 funds opening new positions, 449 increasing their positions, 468 reducing their positions, and 48 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: 449 | Existing positions reduced: 468

3% less funds holding in top 10

Funds holding in top 10: 6260 (-2)

3.82% less ownership

Funds ownership: 83.14%79.32% (-3.8%)

Holders
1,430
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
GI
401
GAMMA Investing
California
$2.39M
SWA
402
SOA Wealth Advisors
New York
$2.39M
HWA
403
Hilltop Wealth Advisors
North Carolina
$2.38M
LGWM
404
Litman Gregory Wealth Management
California
$2.36M
EK
405
Evensky & Katz
Florida
$2.36M
GBT
406
Grove Bank & Trust
Florida
$2.35M
GIM
407
Goelzer Investment Management
Indiana
$2.35M
ITIM
408
Indiana Trust & Investment Management
Indiana
$2.34M
MC
409
Middleton & Co
Massachusetts
$2.34M
BB
410
Busey Bank
Illinois
$2.31M
AWM
411
Apollon Wealth Management
South Carolina
$2.31M
WTFG
412
Wells Trecaso Financial Group
Ohio
$2.3M
RIS
413
Retirement Income Solutions
Michigan
$2.25M
PA
414
Pinnacle Associates
New York
$2.25M
NFG
415
Nations Financial Group
Iowa
$2.24M
1WM
416
1900 Wealth Management
Texas
$2.21M
AIMC
417
Alley Investment Management Company
Illinois
$2.2M
AAS
418
Asset Allocation Strategies
Michigan
$2.2M
BIS
419
BG Investment Services
Guam
$2.2M
WAP
420
Wealthcare Advisory Partners
Pennsylvania
$2.18M
OLA
421
Oliver Luxxe Assets
New Jersey
$2.17M
EFA
422
Evernest Financial Advisors
Indiana
$2.16M
MFP
423
Meridian Financial Partners
Virginia
$2.16M
FMTC
424
Farmers & Merchants Trust Company
California
$2.14M
VVP
425
Venture Visionary Partners
Ohio
$2.14M