IWR icon

iShares Russell Mid-Cap ETF

1,423 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
1,423
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
TPWA
1226
Twin Peaks Wealth Advisors
California
$202K
CHJWM
1227
Carlton Hofferkamp & Jenks Wealth Management
Texas
$201K
FWM
1228
Fingerlakes Wealth Management
New York
$201K
MWM
1229
Marion Wealth Management
Pennsylvania
$201K
NPF
1230
Norris Perne & French
Michigan
$201K
PI
1231
Pettee Investors
Connecticut
$201K
TWM
1232
Topsail Wealth Management
North Carolina
$191K
TIAAOA
1233
Teachers Insurance & Annuity Association of America
New York
$190K
PPC
1234
Park Place Capital
Alabama
$180K
WC
1235
Westwind Capital
New Mexico
$179K
MEG
1236
Millstone Evans Group
Colorado
$178K
PWM
1237
Parkworth Wealth Management
California
$175K
BA
1238
Ballast Advisors
Minnesota
$172K
CAL
1239
Capital Advisors Ltd
Ohio
$169K
IF
1240
Integrity Financial
Wyoming
$166K
PPA
1241
Painted Porch Advisors
California
$166K
LFA
1242
LGT Financial Advisors
Texas
$163K
EWA
1243
EverSource Wealth Advisors
Alabama
$162K
FIM
1244
FWL Investment Management
Texas
$162K
HBW
1245
Hazlett, Burt & Watson
West Virginia
$160K
ACB
1246
Aristotle Capital Boston
Massachusetts
$156K
FWM
1247
FSA Wealth Management
Massachusetts
$155K
RIL
1248
Rothschild Investment LLC
Illinois
$151K
CICI
1249
Capital Investment Counsel Inc
North Carolina
$147K
HPIA
1250
Hamilton Point Investment Advisors
North Carolina
$143K