IWR icon

iShares Russell Mid-Cap ETF

1,424 hedge funds and large institutions have $34.4B invested in iShares Russell Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 133 funds opening new positions, 446 increasing their positions, 467 reducing their positions, and 47 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: 446 | Existing positions reduced: 467

3% less funds holding in top 10

Funds holding in top 10: 6260 (-2)

3.83% less ownership

Funds ownership: 83.09%79.25% (-3.8%)

Holders
1,424
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
FCB
1076
First County Bank
Connecticut
$281K
WCG
1077
Weaver Consulting Group
California
$281K
CFGW
1078
Chancellor Financial Group WB
Pennsylvania
$280K
MSWA
1079
Marshall & Sterling Wealth Advisors
New York
$280K
1IA
1080
1834 Investment Advisors
Wisconsin
$278K
UIA
1081
Ulland Investment Advisors
Minnesota
$278K
TA
1082
TPG Advisors
Illinois
$278K
LI
1083
LVZ Inc
Michigan
$277K
OPPS
1084
Obsidian Personal Planning Solutions
Maryland
$277K
PFA
1085
Pure Financial Advisors
California
$277K
Luther King Capital Management (LKCM)
1086
Luther King Capital Management (LKCM)
Texas
$276K
AIA
1087
Accelerate Investment Advisors
California
$276K
PCA
1088
Peddock Capital Advisors
Massachusetts
$276K
DFA
1089
DHJJ Financial Advisors
Illinois
$276K
THL
1090
Tillman Hartley LLC
Colorado
$276K
RHP
1091
Royal Harbor Partners
Texas
$275K
GWM
1092
GSB Wealth Management
Connecticut
$274K
GGS
1093
Galvin Gaustad & Stein
Arizona
$273K
PCH
1094
PGIM Custom Harvest
New Jersey
$272K
TFA
1095
Tobias Financial Advisors
Florida
$271K
FBT
1096
First Bank & Trust
South Dakota
$271K
TC
1097
TAGStone Capital
North Carolina
$271K
AF
1098
Apexium Financial
Texas
$270K
AWA
1099
Arete Wealth Advisors
Illinois
$269K
SWRP
1100
Summit Wealth & Retirement Planning
California
$269K