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
PFBT
551
Parkside Financial Bank & Trust
Missouri
$1.53M
CWAG
552
Compton Wealth Advisory Group
Virginia
$1.53M
PWMAG
553
Pinnacle Wealth Management Advisory Group
New Jersey
$1.52M
PCIG
554
Partners Capital Investment Group
Massachusetts
$1.47M
WB
555
Webster Bank
Connecticut
$1.47M
BCA
556
Bay Colony Advisors
Massachusetts
$1.47M
AWM
557
Avior Wealth Management
Nebraska
$1.46M
GWMR
558
GC Wealth Management RIA
Massachusetts
$1.46M
HAFS
559
Hapanowicz & Associates Financial Services
Pennsylvania
$1.46M
LWM
560
Luminvest Wealth Management
Arizona
$1.45M
SW
561
SlateStone Wealth
Florida
$1.45M
DWP
562
Daymark Wealth Partners
Ohio
$1.45M
CWM
563
Calamos Wealth Management
Illinois
$1.44M
AssetMark Inc
564
AssetMark Inc
California
$1.43M
SMA
565
Sage Mountain Advisors
Georgia
$1.42M
CWA
566
Centennial Wealth Advisory
Michigan
$1.42M
AB
567
Atlas Brown
Kentucky
$1.42M
MA
568
MBA Advisors
Pennsylvania
$1.41M
SW
569
Simplicity Wealth
New Jersey
$1.41M
WPA
570
West Paces Advisors
Georgia
$1.41M
OWM
571
Orgel Wealth Management
Wisconsin
$1.4M
Qube Research & Technologies (QRT)
572
Qube Research & Technologies (QRT)
United Kingdom
$1.4M
A
573
Argentarii
Ohio
$1.4M
CWM
574
Connecticut Wealth Management
Connecticut
$1.39M
VCM
575
Vivaldi Capital Management
Illinois
$1.39M