IWR icon

iShares Russell Mid-Cap ETF

1,430 hedge funds and large institutions have $34.5B invested in iShares Russell Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 133 funds opening new positions, 449 increasing their positions, 468 reducing their positions, and 48 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: 449 | Existing positions reduced: 468

3% less funds holding in top 10

Funds holding in top 10: 6260 (-2)

3.82% less ownership

Funds ownership: 83.14%79.32% (-3.8%)

Holders
1,430
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
GC
1326
Garde Capital
Washington
$47.5K
FGC
1327
Financial Gravity Companies
Texas
$47.2K
CMA
1328
Cedar Mountain Advisors
Oregon
$46.8K
RIA
1329
Realta Investment Advisors
Delaware
$46.3K
NMG
1330
New Millennium Group
Utah
$46.1K
BONH
1331
Bank of New Hampshire
New Hampshire
$46K
CMP
1332
Coston McIsaac & Partners
Maine
$45K
AWM
1333
AllSquare Wealth Management
New York
$44.1K
KFI
1334
Key Financial Inc
Pennsylvania
$43.4K
RA
1335
Rise Advisors
New York
$43.3K
APW
1336
Atlantic Private Wealth
North Carolina
$42.9K
PWM
1337
Provident Wealth Management
Tennessee
$42.3K
PCFFS
1338
Pacific Center for Financial Services
California
$41.2K
VNIM
1339
Vaughan Nelson Investment Management
Texas
$40.1K
OLVIG
1340
Oliver Lagore Vanvalin Investment Group
Michigan
$39.8K
CBT
1341
Crews Bank & Trust
Florida
$39.1K
MFT
1342
Moisand Fitzgerald Tamayo
Florida
$38.4K
AWM
1343
Atticus Wealth Management
Florida
$38.2K
LWMI
1344
Legacy Wealth Management (Idaho)
Idaho
$37.7K
LIS
1345
Legacy Investment Solutions
Idaho
$37.7K
MWM
1346
Mascoma Wealth Management
New Hampshire
$37.3K
TCM
1347
Traub Capital Management
Massachusetts
$36.8K
CFD
1348
Creative Financial Designs
Indiana
$36.6K
WWM
1349
Wolff Wiese Magana
California
$36.6K
PWA
1350
Physician Wealth Advisors
Utah
$36.2K