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
I
1101
INVST
Indiana
$336K
PP
1102
Pacifica Partners
Canada
$334K
JBW
1103
Journey Beyond Wealth
Georgia
$332K
WCM
1104
Winthrop Capital Management
Indiana
$331K
APW
1105
Acima Private Wealth
Virginia
$328K
BWM
1106
BAM Wealth Management
Colorado
$327K
WS
1107
Wedbush Securities
California
$327K
SP
1108
SmartHarvest Portfolios
Washington
$326K
EA
1109
Eclectic Associates
California
$325K
TW
1110
Towerpoint Wealth
California
$325K
WI
1111
Wedgewood Investors
Pennsylvania
$324K
EA
1112
Enclave Advisors
Texas
$324K
RWP
1113
Revolve Wealth Partners
New Jersey
$323K
BFO
1114
Biltmore Family Office
North Carolina
$322K
KA
1115
Kure Advisory
Minnesota
$321K
OS
1116
Objectivity Squared
South Carolina
$319K
HCM
1117
Howland Capital Management
Massachusetts
$319K
GIA
1118
Guyasuta Investment Advisors
Pennsylvania
$318K
SFMG
1119
Sage Financial Management Group
Virginia
$317K
ABWM
1120
Alpine Bank Wealth Management
Colorado
$316K
LWMM
1121
Legacy Wealth Management (Mississippi)
Mississippi
$316K
MIC
1122
Meridian Investment Counsel
California
$315K
BFS
1123
BridgePort Financial Solutions
Iowa
$315K
AWAG
1124
ARS Wealth Advisors Group
Florida
$314K
APP
1125
Avantax Planning Partners
Iowa
$313K