IWR icon

iShares Russell Mid-Cap ETF

1,415 hedge funds and large institutions have $37.1B invested in iShares Russell Mid-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 468 increasing their positions, 455 reducing their positions, and 68 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 ownership

Funds ownership:

3% more repeat investments, than reductions

Existing positions increased: 468 | Existing positions reduced: 455

1% less funds holding

Funds holding: 1,4301,415 (-15)

3% less funds holding in top 10

Funds holding in top 10: 6058 (-2)

Holders
1,415
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$16.2M
Puts
$1.31M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
1226
Capital Advisors Ltd
Ohio
$198K
WC
1227
Westwind Capital
New Mexico
$188K
MEG
1228
Millstone Evans Group
Colorado
$187K
MCI
1229
MRP Capital Investments
Georgia
$179K
VNA
1230
Valley National Advisers
Pennsylvania
$175K
IF
1231
Integrity Financial
Wyoming
$174K
PPA
1232
Painted Porch Advisors
California
$174K
LFA
1233
LGT Financial Advisors
Texas
$171K
HPIA
1234
Hamilton Point Investment Advisors
North Carolina
$170K
SWP
1235
Strategic Wealth Partners
Ohio
$161K
BA
1236
Ballast Advisors
Minnesota
$159K
HBW
1237
Hazlett, Burt & Watson
West Virginia
$157K
LWCFA
1238
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$153K
CFO
1239
CVA Family Office
Colorado
$149K
FFL
1240
Financial Freedom LLC
Ohio
$148K
EDRH
1241
Edmond de Rothschild Holding
Switzerland
$147K
MAFA
1242
MJT & Associates Financial Advisory
Minnesota
$145K
NRC
1243
New Republic Capital
North Carolina
$142K
FWM
1244
FSA Wealth Management
Massachusetts
$142K
CIAS
1245
Capital Investment Advisory Services
North Carolina
$142K
LI
1246
LRI Investments
Florida
$141K
RIL
1247
Rothschild Investment LLC
Illinois
$139K
CTC
1248
Cetera Trust Company
Minnesota
$138K
CB
1249
CNB Bank
Pennsylvania
$138K
ICCON
1250
Investment Counsel Company of Nevada
Nevada
$133K