We are live on ! Find out more
IWR icon

iShares Russell Mid-Cap ETF

1,519 hedge funds and large institutions have $38.8B invested in iShares Russell Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 184 funds opening new positions, 556 increasing their positions, 413 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 → $38.8B (+$1.65B)

0.7% more ownership

Funds ownership: 82.64%83.35% (+0.7%)

7% less funds holding in top 10

Funds holding in top 10: 5955 (-4)

Holders
1,519
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
55
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
CIA
1276
Compass Ion Advisors
Pennsylvania
$223K
PWA
1277
Pitcairn Wealth Advisors
Pennsylvania
$223K
BFWA
1278
Benchmark Financial Wealth Advisors
Florida
$222K
AIM
1279
Athena Investment Management
California
$221K
RWM
1280
Ritholtz Wealth Management
New York
$221K
CCFM
1281
Clear Creek Financial Management
Washington
$220K
MIA
1282
MainStreet Investment Advisors
Illinois
$220K
NPF
1283
Norris Perne & French
Michigan
$220K
MWM
1284
Marion Wealth Management
Pennsylvania
$220K
CWS
1285
Confluence Wealth Services
Pennsylvania
$219K
WCM
1286
Warburton Capital Management
Oklahoma
$218K
LI
1287
LRI Investments
Florida
$218K
EWM
1288
Elevation Wealth Management
Minnesota
$217K
RYIA
1289
Roehl & Yi Investment Advisors
Oregon
$217K
TW
1290
Tempo Wealth
Ohio
$216K
MIP
1291
Marietta Investment Partners
Wisconsin
$216K
S
1292
Sachetta
Massachusetts
$216K
BIA
1293
Barry Investment Advisors
Massachusetts
$214K
FCM
1294
Firestone Capital Management
Florida
$214K
PFG
1295
Premier Financial Group
California
$214K
FG
1296
Fairman Group
Pennsylvania
$214K
HWM
1297
Horizons Wealth Management
North Carolina
$213K
SFO
1298
Stokes Family Office
Louisiana
$213K
RA
1299
Rockingstone Advisors
Massachusetts
$212K
AWMNH
1300
Arcadia Wealth Management (New Hampshire)
New Hampshire
$212K