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
FBC
826
Fairfield, Bush & Co
Connecticut
$530K
DAS
827
Dynamic Advisor Solutions
Arizona
$530K
MPCL
828
My Personal CFO LLC
Washington
$526K
FCH
829
Freestone Capital Holdings
Washington
$525K
WP
830
Westmount Partners
California
$525K
AFP
831
Alpha Financial Partners
Kentucky
$524K
PAM
832
Palisade Asset Management
Minnesota
$524K
CCP
833
Clarity Capital Partners
California
$522K
BAS
834
Brueske Advisory Services
Washington
$520K
NB
835
Nicolet Bankshares
Wisconsin
$519K
SWA
836
SFMG Wealth Advisors
Texas
$518K
MIM
837
Macroview Investment Management
Maryland
$517K
TFM
838
TFC Financial Management
Massachusetts
$515K
SCP
839
Stevens Capital Partners
Nebraska
$515K
SCA
840
Sandy Cove Advisors
Massachusetts
$513K
SL
841
Salomon & Ludwin
Virginia
$511K
PAS
842
PKS Advisory Services
New York
$510K
AQR Capital Management
843
AQR Capital Management
Connecticut
$509K
ACM
844
AlphaStar Capital Management
North Carolina
$508K
GLA
845
Good Life Advisors
Pennsylvania
$506K
BWA
846
Blodgett Wealth Advisors
California
$503K
FCM
847
Fourpath Capital Management
Oklahoma
$503K
CSC
848
Caldwell Sutter Capital
California
$503K
JPWM
849
Jamison Private Wealth Management
Georgia
$501K
RFA
850
Register Financial Advisors
Georgia
$501K