IWR icon

iShares Russell Mid-Cap ETF

1,416 hedge funds and large institutions have $37.1B invested in iShares Russell Mid-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 468 increasing their positions, 455 reducing their positions, and 68 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 ownership

Funds ownership:

3% more repeat investments, than reductions

Existing positions increased: 468 | Existing positions reduced: 455

1% less funds holding

Funds holding: 1,4301,416 (-14)

3% less funds holding in top 10

Funds holding in top 10: 6058 (-2)

Holders
1,416
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$16.2M
Puts
$1.31M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VFIC
801
Valley Forge Investment Consultants
Pennsylvania
$598K
HP
802
Holistic Planning
Texas
$597K
Betterment LLC
803
Betterment LLC
New York
$596K
WCM
804
Windsor Capital Management
Arizona
$596K
WWP
805
Wise Wealth Partners
Arizona
$596K
SEIA
806
Signature Estate & Investment Advisors
California
$590K
CWM
807
Cordatus Wealth Management
Pennsylvania
$590K
FFM
808
Forum Financial Management
Illinois
$589K
CCC
809
Compass Capital Corp
Massachusetts
$585K
ICP
810
Impact Capital Partners
Colorado
$584K
RhumbLine Advisers
811
RhumbLine Advisers
Massachusetts
$584K
MA
812
MJP Associates
Connecticut
$583K
FCH
813
Freestone Capital Holdings
Washington
$580K
TNB
814
Thomasville National Bank
Georgia
$576K
RCM
815
Richardson Capital Management
Wisconsin
$575K
T
816
Tableaux
Massachusetts
$572K
BI
817
Bolthouse Investments
California
$571K
BPC
818
Bearing Point Capital
Minnesota
$571K
PB
819
Pinnacle Bancorp
Nebraska
$571K
SAS
820
SMI Advisory Services
Indiana
$566K
VIA
821
Vickerman Investment Advisors
Washington
$563K
AFP
822
Alpha Financial Partners
Kentucky
$560K
KCM
823
Kendall Capital Management
Maryland
$560K
FWIA
824
Fort Washington Investment Advisors
Ohio
$558K
FBC
825
Fairfield, Bush & Co
Connecticut
$556K