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
PIA
751
Polaris Investment Advisors
Massachusetts
$764K
MF
752
Montis Financial
Massachusetts
$763K
OC
753
Opal Capital
Florida
$761K
W
754
Wealthquest
Ohio
$760K
GC
755
Grimes & Company
Massachusetts
$759K
WFA
756
Wellspring Financial Advisors
Ohio
$759K
SFP
757
Shepherd Financial Partners
Massachusetts
$759K
IAG
758
Investment Advisory Group
Massachusetts
$753K
FFM
759
Flagstone Financial Management
Nebraska
$753K
NB
760
Nicolet Bankshares
Wisconsin
$753K
B
761
Bensler
Washington
$750K
OSNBOA
762
Old Second National Bank of Aurora
Illinois
$749K
CBT
763
Central Bank & Trust
Kentucky
$748K
WLPWM
764
Walled Lake Planning & Wealth Management
Illinois
$746K
NLP
765
Next Level Private
New York
$746K
MO
766
McMillan Office
Michigan
$745K
FAL
767
Focused Alpha LLC
Colorado
$742K
FA
768
Fiduciary Alliance
South Carolina
$740K
IP
769
Indivisible Partners
Florida
$735K
IWB
770
Innovative Wealth Building
Maryland
$733K
JFA
771
JNBA Financial Advisors
Minnesota
$732K
LFG
772
Larson Financial Group
Missouri
$732K
MFG
773
Midwest Financial Group
Kansas
$729K
BFA
774
Bragg Financial Advisors
North Carolina
$727K
CT
775
Caldwell Trust
Florida
$725K