IWR icon

iShares Russell Mid-Cap ETF

1,503 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 176 funds opening new positions, 556 increasing their positions, 408 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 → $38.7B (+$1.61B)

0.62% more ownership

Funds ownership: 82.62%83.24% (+0.62%)

10% less funds holding in top 10

Funds holding in top 10: 5852 (-6)

Holders
1,503
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
52
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
AIM
1201
Aspen Investment Management
Michigan
$260K
ACS
1202
Archford Capital Strategies
Illinois
$260K
AWC
1203
Abundance Wealth Counselors
Pennsylvania
$260K
NWMP
1204
Noble Wealth Management PBC
Colorado
$260K
FRA
1205
Front Row Advisors
California
$259K
HFS
1206
Heritage Financial Services
Massachusetts
$258K
JA
1207
JVL Associates
Michigan
$258K
AT
1208
American Trust
Kentucky
$257K
CIBC World Market
1209
CIBC World Market
Ontario, Canada
$257K
BT
1210
Brandywine Trust
Delaware
$257K
TIM
1211
Tortoise Investment Management
New York
$255K
NPT
1212
Nixon Peabody Trust
Massachusetts
$255K
TRIA
1213
Trail Ridge Investment Advisors
Colorado
$254K
SCP
1214
Silverleafe Capital Partners
Tennessee
$254K
AIP
1215
ARS Investment Partners
New York
$254K
SA
1216
SoundView Advisors
Washington
$254K
TWM
1217
Thrive Wealth Management
Pennsylvania
$253K
AW
1218
Alaethes Wealth
Nevada
$252K
PCTC
1219
Perkins Coie Trust Company
Washington
$251K
IC
1220
Iconiq Capital
California
$250K
PCA
1221
Peddock Capital Advisors
Massachusetts
$249K
FWM
1222
Fingerlakes Wealth Management
New York
$249K
DF
1223
Dunhill Financial
United Kingdom
$248K
FWA
1224
FSM Wealth Advisors
Ohio
$247K
PSF
1225
Pacific Sun Financial
California
$247K