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
DMKJ
1276
David M. Knott Jr
$99K
KHC
1277
Koesten Hirschmann & Crabtree
Kansas
$96.5K
AT
1278
Avalon Trust
New Mexico
$96.5K
Harris Associates
1279
Harris Associates
Illinois
$96.5K
RF
1280
Rossby Financial
Florida
$96.2K
CFP
1281
Comprehensive Financial Planning
Pennsylvania
$96K
RCM
1282
Raleigh Capital Management
North Carolina
$94.4K
LWA
1283
Lowe Wealth Advisors
Maryland
$92.5K
CC
1284
Corsicana & Co
Texas
$91.5K
HFS
1285
Hopwood Financial Services
Virginia
$91.2K
MAM
1286
Morse Asset Management
Connecticut
$88.9K
MAM
1287
MMA Asset Management
Pennsylvania
$88.2K
GJIA
1288
Glass Jacobson Investment Advisors
Maryland
$88.2K
PSB
1289
Piscataqua Savings Bank
New Hampshire
$86.9K
HWP
1290
Highline Wealth Partners
California
$86.1K
ADL
1291
Asset Dedication LLC
California
$85.6K
CI
1292
CX Institutional
Indiana
$84K
BWL
1293
Bogart Wealth LLC
Virginia
$83.4K
Select Equity Group
1294
Select Equity Group
New York
$82.8K
GWSG
1295
GPS Wealth Strategies Group
Colorado
$80.7K
CPG
1296
Cornerstone Planning Group
New Jersey
$78.8K
RF
1297
Roxbury Financial
New Jersey
$76.7K
KFI
1298
Key Financial Inc
Pennsylvania
$74.6K
PAI
1299
Pittenger & Anderson Inc
Nebraska
$74K
RPA
1300
Redwood Park Advisors
California
$72.3K