IWR icon

iShares Russell Mid-Cap ETF

1,485 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 164 funds opening new positions, 553 increasing their positions, 408 reducing their positions, and 64 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 (+$1.53B)

0.46% more ownership

Funds ownership: 82.62%83.08% (+0.46%)

12% less funds holding in top 10

Funds holding in top 10: 5851 (-7)

Holders
1,485
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
51
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
SW
551
SlateStone Wealth
Florida
$1.45M
DWP
552
Daymark Wealth Partners
Ohio
$1.45M
CWM
553
Calamos Wealth Management
Illinois
$1.44M
AssetMark Inc
554
AssetMark Inc
California
$1.43M
SMA
555
Sage Mountain Advisors
Georgia
$1.42M
CWA
556
Centennial Wealth Advisory
Michigan
$1.42M
AB
557
Atlas Brown
Kentucky
$1.42M
MA
558
MBA Advisors
Pennsylvania
$1.41M
SW
559
Simplicity Wealth
New Jersey
$1.41M
WPA
560
West Paces Advisors
Georgia
$1.41M
OWM
561
Orgel Wealth Management
Wisconsin
$1.4M
Qube Research & Technologies (QRT)
562
Qube Research & Technologies (QRT)
United Kingdom
$1.4M
A
563
Argentarii
Ohio
$1.4M
CWM
564
Connecticut Wealth Management
Connecticut
$1.39M
VCM
565
Vivaldi Capital Management
Illinois
$1.39M
PA
566
PFG Advisors
Arizona
$1.38M
GAG
567
GM Advisory Group
New York
$1.38M
C
568
Certuity
Florida
$1.38M
LW
569
Linscomb Wealth
Texas
$1.37M
BBES
570
Buffalo Business & Estate Services
New York
$1.37M
GLA
571
Great Lakes Advisors
Illinois
$1.37M
RWB
572
RMR Wealth Builders
New Jersey
$1.37M
BFA
573
Bill Few Associates
Pennsylvania
$1.37M
SIA
574
SeaBridge Investment Advisors
New Jersey
$1.35M
FFBTD
575
First Financial Bank - Trust Division
Ohio
$1.35M