We are live on ! Find out more
IWR icon

iShares Russell Mid-Cap ETF

1,519 hedge funds and large institutions have $38.8B invested in iShares Russell Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 184 funds opening new positions, 556 increasing their positions, 413 reducing their positions, and 65 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 → $38.8B (+$1.65B)

0.7% more ownership

Funds ownership: 82.64%83.35% (+0.7%)

7% less funds holding in top 10

Funds holding in top 10: 5955 (-4)

Holders
1,519
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
55
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
MFA
1051
McClarren Financial Advisors
Pennsylvania
$374K
TWM
1052
Tanager Wealth Management
United Kingdom
$374K
LFA
1053
Legacy Financial Advisors
Kentucky
$374K
VNA
1054
Valley National Advisers
Pennsylvania
$373K
ACA
1055
Affinity Capital Advisors
California
$371K
CCM
1056
Colorado Capital Management
Colorado
$371K
MWM
1057
MGB Wealth Management
Texas
$371K
HNWA
1058
Henrickson Nauta Wealth Advisors
Michigan
$369K
PFGIA
1059
Patriot Financial Group Insurance Agency
Massachusetts
$369K
CST
1060
Charles Schwab Trust
Nevada
$368K
PPW
1061
PACK Private Wealth
Minnesota
$368K
FA
1062
Financial Alternatives
California
$367K
EPW
1063
Evolve Private Wealth
California
$366K
SWM
1064
Steinberganna Wealth Management
New York
$366K
NRC
1065
New Republic Capital
North Carolina
$366K
OL
1066
Optas LLC
Texas
$366K
VFG
1067
V2 Financial group
Illinois
$366K
EWM
1068
Evermay Wealth Management
Virginia
$364K
CAM
1069
CPA Asset Management
Florida
$364K
CFS
1070
CRA Financial Services
New Jersey
$364K
GIPW
1071
Granite Islands Private Wealth
Connecticut
$363K
CWM
1072
Curtis Wealth Management
Nevada
$361K
PCM
1073
Poehling Capital Management
Wisconsin
$361K
AEPWM
1074
Atlantic Edge Private Wealth Management
Florida
$361K
RWM
1075
Rockwood Wealth Management
Pennsylvania
$360K