IWR icon

iShares Russell Mid-Cap ETF

1,406 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 84 funds opening new positions, 464 increasing their positions, 452 reducing their positions, and 67 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: 464 | Existing positions reduced: 452

2% less funds holding

Funds holding: 1,4281,406 (-22)

3% less funds holding in top 10

Funds holding in top 10: 6058 (-2)

Holders
1,406
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
BCM
826
Brookstone Capital Management
Illinois
$549K
JIC
827
Joel Isaacson & Co
New York
$547K
TCOTS
828
Trust Company of the South
North Carolina
$547K
BAS
829
Brueske Advisory Services
Washington
$546K
NB
830
Nicolet Bankshares
Wisconsin
$545K
FPCG
831
Forum Private Client Group
Indiana
$545K
SWA
832
SFMG Wealth Advisors
Texas
$544K
TFM
833
TFC Financial Management
Massachusetts
$541K
MIM
834
Macroview Investment Management
Maryland
$540K
SCA
835
Sandy Cove Advisors
Massachusetts
$539K
PAS
836
PKS Advisory Services
New York
$536K
ET
837
Equitable Trust
Tennessee
$534K
TW
838
Traveka Wealth
California
$532K
FHA
839
Flagship Harbor Advisors
Massachusetts
$530K
BWA
840
Blodgett Wealth Advisors
California
$528K
FCM
841
Fourpath Capital Management
Oklahoma
$528K
CSC
842
Caldwell Sutter Capital
California
$528K
SL
843
Salomon & Ludwin
Virginia
$527K
TGIA
844
Torrey Growth & Income Advisors
California
$526K
JPWM
845
Jamison Private Wealth Management
Georgia
$526K
CIC
846
Carnegie Investment Counsel
Ohio
$526K
WRPWM
847
Werba Rubin Papier Wealth Management
California
$524K
WP
848
WealthShield Partners
North Carolina
$521K
GKIM
849
GW&K Investment Management
Massachusetts
$520K
QCM
850
QRG Capital Management
Illinois
$520K