IWR icon

iShares Russell Mid-Cap ETF

1,430 hedge funds and large institutions have $34.5B invested in iShares Russell Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 133 funds opening new positions, 449 increasing their positions, 468 reducing their positions, and 48 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: 449 | Existing positions reduced: 468

3% less funds holding in top 10

Funds holding in top 10: 6260 (-2)

3.82% less ownership

Funds ownership: 83.14%79.32% (-3.8%)

Holders
1,430
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
MMPW
1001
Mitchell McLeod Pugh & Williams
Alabama
$342K
WCM
1002
Winthrop Capital Management
Indiana
$342K
ICM
1003
IMS Capital Management
Oregon
$340K
JWM
1004
JGP Wealth Management
Oregon
$339K
LIA
1005
LBMC Investment Advisors
Tennessee
$336K
AFTS
1006
American Financial & Tax Strategies
New York
$336K
VFG
1007
Victory Financial Group
Texas
$335K
First Manhattan
1008
First Manhattan
New York
$335K
KWA
1009
Kingswood Wealth Advisors
California
$334K
OHWP
1010
Oak Harbor Wealth Partners
North Carolina
$333K
TAM
1011
Townsend Asset Management
North Carolina
$332K
RBWA
1012
RFG - Bristol Wealth Advisors
Massachusetts
$332K
HH
1013
Hilltop Holdings
Texas
$331K
PCM
1014
Poehling Capital Management
Wisconsin
$330K
MA
1015
Mutual Advisors
Nebraska
$329K
DSN
1016
D. Scott Neal
Kentucky
$327K
KCPG
1017
Kavar Capital Partners Group
Kansas
$327K
WCWM
1018
Willow Creek Wealth Management
California
$327K
HA
1019
Herold Advisors
New York
$326K
CA
1020
Crewe Advisors
Utah
$326K
UBV
1021
United Bank (Virginia)
Virginia
$325K
ST
1022
Spinnaker Trust
Maine
$324K
TDWM
1023
Topel & Distasi Wealth Management
California
$324K
HCM
1024
Howland Capital Management
Massachusetts
$323K
BGAI
1025
Bruce G. Allen Investments
Colorado
$322K