IWR icon

iShares Russell Mid-Cap ETF

1,488 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 166 funds opening new positions, 553 increasing their positions, 408 reducing their positions, and 64 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 (+$1.53B)

0.46% more ownership

Funds ownership: 82.62%83.08% (+0.46%)

12% less funds holding in top 10

Funds holding in top 10: 5851 (-7)

Holders
1,488
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
51
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
TGIA
876
Torrey Growth & Income Advisors
California
$525K
TFGT
877
TS Financial Group (TSFG)
Illinois
$524K
WRPWM
878
Werba Rubin Papier Wealth Management
California
$524K
IA
879
IFG Advisory
Georgia
$519K
GKIM
880
GW&K Investment Management
Massachusetts
$518K
SAS
881
SMI Advisory Services
Indiana
$517K
FNBTCON
882
First National Bank & Trust Co of Newtown
Pennsylvania
$514K
AWA
883
Arbor Wealth Advisors
Michigan
$514K
HVP
884
Hudson Value Partners
Florida
$514K
XT
885
XTX Topco
Cayman Islands
$512K
HCA
886
Harbour Capital Advisors
Virginia
$512K
EWA
887
Encompass Wealth Advisors
Oregon
$511K
SCP
888
Stevens Capital Partners
Nebraska
$511K
First Trust Advisors
889
First Trust Advisors
Illinois
$511K
FAI
890
Fiduciary Advisors Inc
Missouri
$511K
UCB
891
United Community Bank
South Carolina
$511K
ISFAN
892
Investor's Fiduciary Advisor Network
Washington
$509K
TWA
893
TCI Wealth Advisors
Arizona
$508K
NP
894
Nilsine Partners
Colorado
$508K
PFS
895
Paller Financial Services
Colorado
$507K
NFC
896
Northstar Financial Companies
Pennsylvania
$506K
MWM
897
M3 Wealth Management
Ohio
$506K
FDCDDQ
898
Federation des caisses Desjardins du Quebec
Quebec, Canada
$506K
AWG
899
Altus Wealth Group
Colorado
$505K
CTA
900
Colonial Trust Advisors
South Carolina
$504K