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
NL
651
NWAM LLC
Washington
$1.02M
OA
652
Operose Advisors
Wisconsin
$1.02M
OFP
653
OFC Financial Planning
New Jersey
$1.02M
MCM
654
Mill Capital Management
North Carolina
$1.01M
NB
655
NBT Bank
New York
$1.01M
RDFA
656
Ritter Daniher Financial Advisory
Ohio
$1.01M
CFWMA
657
Center for Wealth Management Advisory
Ohio
$1M
RWM
658
RKL Wealth Management
Pennsylvania
$998K
HIA
659
Harbor Investment Advisory
Maryland
$995K
Neuberger Berman Group
660
Neuberger Berman Group
New York
$989K
MAV
661
Mason & Associates (Virginia)
Virginia
$989K
PPF
662
Pacific Park Financial
California
$988K
NCM
663
Narwhal Capital Management
Georgia
$985K
PIA
664
Perennial Investment Advisors
California
$985K
UF
665
Univest Financial
Pennsylvania
$983K
ARC
666
Advisor Resource Council
Texas
$973K
CIA
667
Capital Investment Advisors
Georgia
$967K
BCG
668
Breakwater Capital Group
New Jersey
$962K
VCP
669
Vista Capital Partners
Oregon
$957K
BWP
670
Burling Wealth Partners
Illinois
$956K
JHCP
671
Jackson Hole Capital Partners
Oklahoma
$956K
Vontobel Holding
672
Vontobel Holding
Switzerland
$955K
JIP
673
Jaffetilchin Investment Partners
Florida
$955K
CWP
674
Cyndeo Wealth Partners
Florida
$949K
SCM
675
SB Capital Management
California
$949K