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
TFA
1026
Tobias Financial Advisors
Florida
$377K
OHWP
1027
Oak Harbor Wealth Partners
North Carolina
$376K
FNA
1028
First National Advisers
Nebraska
$375K
LWMNY
1029
Landmark Wealth Management (New York)
New York
$375K
GPA
1030
Guidance Point Advisors
Massachusetts
$375K
MFA
1031
McClarren Financial Advisors
Pennsylvania
$374K
TWM
1032
Tanager Wealth Management
United Kingdom
$374K
LFA
1033
Legacy Financial Advisors
Kentucky
$374K
VNA
1034
Valley National Advisers
Pennsylvania
$373K
ACA
1035
Affinity Capital Advisors
California
$371K
CCM
1036
Colorado Capital Management
Colorado
$371K
MWM
1037
MGB Wealth Management
Texas
$371K
HNWA
1038
Henrickson Nauta Wealth Advisors
Michigan
$369K
PFGIA
1039
Patriot Financial Group Insurance Agency
Massachusetts
$369K
CST
1040
Charles Schwab Trust
Nevada
$368K
PPW
1041
PACK Private Wealth
Minnesota
$368K
FA
1042
Financial Alternatives
California
$367K
EPW
1043
Evolve Private Wealth
California
$366K
SWM
1044
Steinberganna Wealth Management
New York
$366K
NRC
1045
New Republic Capital
North Carolina
$366K
OL
1046
Optas LLC
Texas
$366K
VFG
1047
V2 Financial group
Illinois
$366K
EWM
1048
Evermay Wealth Management
Virginia
$364K
CAM
1049
CPA Asset Management
Florida
$364K
CFS
1050
CRA Financial Services
New Jersey
$364K