IWR icon

iShares Russell Mid-Cap ETF

1,419 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, 471 increasing their positions, 454 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:

4% more repeat investments, than reductions

Existing positions increased: 471 | Existing positions reduced: 454

1% less funds holding

Funds holding: 1,4331,419 (-14)

3% less funds holding in top 10

Funds holding in top 10: 6058 (-2)

Holders
1,419
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

Top Sellers

1 -$58.5M
2 -$48.8M
3 -$36.6M
4
Morgan Stanley
Morgan Stanley
New York
-$27.5M
5
US Bancorp
US Bancorp
Minnesota
-$26.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
976
Sax Wealth Advisors
New Jersey
$380K
TFA
977
Tobias Financial Advisors
Florida
$380K
DWAM
978
Duncan Williams Asset Management
Tennessee
$379K
FNA
979
First National Advisers
Nebraska
$377K
GPA
980
Guidance Point Advisors
Massachusetts
$376K
MFA
981
McClarren Financial Advisors
Pennsylvania
$376K
TWM
982
Tanager Wealth Management
United Kingdom
$375K
LWMNY
983
Landmark Wealth Management (New York)
New York
$375K
SA
984
Sovran Advisors
California
$375K
ACA
985
Affinity Capital Advisors
California
$374K
SWM
986
Steinberganna Wealth Management
New York
$374K
CCM
987
Colorado Capital Management
Colorado
$372K
MWM
988
MGB Wealth Management
Texas
$372K
PPW
989
PACK Private Wealth
Minnesota
$369K
FA
990
Financial Alternatives
California
$368K
BWP
991
Bernardo Wealth Planning
Pennsylvania
$367K
OL
992
Optas LLC
Texas
$367K
VFG
993
V2 Financial group
Illinois
$367K
EWM
994
Evermay Wealth Management
Virginia
$365K
CAM
995
CPA Asset Management
Florida
$365K
CFS
996
CRA Financial Services
New Jersey
$365K
AEPWM
997
Atlantic Edge Private Wealth Management
Florida
$363K
PCM
998
Poehling Capital Management
Wisconsin
$362K
MMPW
999
Mitchell McLeod Pugh & Williams
Alabama
$360K
WW
1000
Waterfront Wealth
Kansas
$359K