IWR icon

iShares Russell Mid-Cap ETF

1,424 hedge funds and large institutions have $34.4B invested in iShares Russell Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 133 funds opening new positions, 446 increasing their positions, 467 reducing their positions, and 47 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: 446 | Existing positions reduced: 467

3% less funds holding in top 10

Funds holding in top 10: 6260 (-2)

3.83% less ownership

Funds ownership: 83.09%79.25% (-3.8%)

Holders
1,424
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
PFWA
676
Paces Ferry Wealth Advisors
Georgia
$817K
BWM
677
Baron Wealth Management
Michigan
$815K
RIG
678
RiverFront Investment Group
Virginia
$813K
SSWM
679
Smith Salley Wealth Management
North Carolina
$812K
BFIM
680
Beese Fulmer Investment Management
Ohio
$804K
AFP
681
Ausdal Financial Partners
Iowa
$804K
VPIM
682
Vanguard Personalized Indexing Management
California
$804K
MCM
683
Mill Capital Management
North Carolina
$802K
LFG
684
Larson Financial Group
Missouri
$801K
BLC
685
Brown, Lisle/Cummings
Rhode Island
$800K
GS
686
GWN Securities
Florida
$799K
FBB
687
Fulton Breakefield Broenniman
Maryland
$798K
IAG
688
Investment Advisory Group
Massachusetts
$795K
NLP
689
Next Level Private
New York
$794K
AC
690
AlphaCore Capital
California
$787K
NA
691
Nordwand Advisors
Pennsylvania
$785K
PWS
692
Precision Wealth Strategies
Missouri
$785K
SPC
693
Spirepoint Private Client
Florida
$783K
FFB
694
First Financial Bankshares
Texas
$781K
MA
695
MCF Advisors
Kentucky
$780K
WS
696
Wedbush Securities
California
$778K
SC
697
Sapient Capital
Indiana
$776K
WWM
698
Western Wealth Management
Colorado
$775K
BBA
699
BLB&B Advisors
Pennsylvania
$772K
GWS
700
Glassman Wealth Services
Virginia
$772K