IWR icon

iShares Russell Mid-Cap ETF

1,502 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 175 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
1,502
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
WCM
1276
Warburton Capital Management
Oklahoma
$218K
LI
1277
LRI Investments
Florida
$218K
EWM
1278
Elevation Wealth Management
Minnesota
$217K
RYIA
1279
Roehl & Yi Investment Advisors
Oregon
$217K
TW
1280
Tempo Wealth
Ohio
$216K
MIP
1281
Marietta Investment Partners
Wisconsin
$216K
S
1282
Sachetta
Massachusetts
$216K
BIA
1283
Barry Investment Advisors
Massachusetts
$214K
FCM
1284
Firestone Capital Management
Florida
$214K
PFG
1285
Premier Financial Group
California
$214K
FG
1286
Fairman Group
Pennsylvania
$214K
HWM
1287
Horizons Wealth Management
North Carolina
$213K
SFO
1288
Stokes Family Office
Louisiana
$213K
RA
1289
Rockingstone Advisors
Massachusetts
$212K
AWMNH
1290
Arcadia Wealth Management (New Hampshire)
New Hampshire
$212K
FG
1291
Fiduciary Group
Georgia
$211K
CTA
1292
Clear Trail Advisors
Texas
$211K
HIS
1293
Horizon Investment Services
Indiana
$210K
DT
1294
DV Trading
Illinois
$209K
MCCP
1295
Mission Creek Capital Partners
California
$209K
AIA
1296
Armor Investment Advisors
North Carolina
$208K
PPH
1297
Pure Portfolios Holdings
Oregon
$206K
FAC
1298
Financial Advisory Corporation
Michigan
$206K
CHJWM
1299
Carlton Hofferkamp & Jenks Wealth Management
Texas
$206K
PWP
1300
Phillips Wealth Planners
Mississippi
$205K