IWR icon

iShares Russell Mid-Cap ETF

1,485 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 164 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
1,485
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
AIP
1201
ARS Investment Partners
New York
$254K
SA
1202
SoundView Advisors
Washington
$254K
TWM
1203
Thrive Wealth Management
Pennsylvania
$253K
AW
1204
Alaethes Wealth
Nevada
$252K
PCTC
1205
Perkins Coie Trust Company
Washington
$251K
IC
1206
Iconiq Capital
California
$250K
PCA
1207
Peddock Capital Advisors
Massachusetts
$249K
FWM
1208
Fingerlakes Wealth Management
New York
$249K
DF
1209
Dunhill Financial
United Kingdom
$248K
FWA
1210
FSM Wealth Advisors
Ohio
$247K
PSF
1211
Pacific Sun Financial
California
$247K
SFG
1212
Sovereign Financial Group
Connecticut
$246K
LNB
1213
Ledyard National Bank
$245K
TCOV
1214
Trust Company of Vermont
Vermont
$245K
PWP
1215
Principle Wealth Partners
Connecticut
$245K
IP
1216
Ignite Planners
California
$245K
SIG
1217
Sky Investment Group
Connecticut
$243K
BFWM
1218
Bright Futures Wealth Management
New York
$242K
NW
1219
Naviter Wealth
Arkansas
$242K
VRM
1220
Vectors Research Management
New York
$241K
AIS
1221
Accredited Investor Services
Minnesota
$241K
SC
1222
Scotia Capital
Ontario, Canada
$240K
VF
1223
Vawter Financial
Ohio
$240K
AC
1224
Asio Capital
Kentucky
$239K
FFA
1225
Founders Financial Alliance
North Carolina
$239K