IWR icon

iShares Russell Mid-Cap ETF

1,423 hedge funds and large institutions have $34.4B invested in iShares Russell Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 133 funds opening new positions, 446 increasing their positions, 467 reducing their positions, and 47 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: 446 | Existing positions reduced: 467

3% less funds holding in top 10

Funds holding in top 10: 6260 (-2)

3.83% less ownership

Funds ownership: 83.09%79.25% (-3.8%)

Holders
1,423
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
AWM
1401
Abound Wealth Management
Tennessee
$4.51K
BPAMU
1402
BTG Pactual Asset Management US
New York
$4.51K
KGP
1403
Keystone Global Partners
Colorado
$4.51K
WOC
1404
West Oak Capital
California
$4.23K
CAWM
1405
Capital A Wealth Management
Pennsylvania
$3.81K
CSB
1406
City State Bank
Iowa
$3.68K
FFA
1407
Frazier Financial Advisors
Ohio
$3.59K
VWA
1408
VSM Wealth Advisory
Maryland
$3.59K
HR
1409
Howe & Rusling
New York
$3.5K
IHWM
1410
Iron Horse Wealth Management
Iowa
$3.04K
TSMHT
1411
Thurston Springer Miller Herd & Titak
Indiana
$2.3K
SIP
1412
Sellwood Investment Partners
Oregon
$2.21K
AW
1413
Avion Wealth
Texas
$2K
1L
1414
10Elms LLP
Oklahoma
$1.84K
SAS
1415
Spurstone Advisory Services
Connecticut
$1.56K
HI
1416
Horizon Investments
North Carolina
$1.47K
NEWAS
1417
N.E.W. Advisory Services
Wisconsin
$1.29K
CFG
1418
CKW Financial Group
Hawaii
$1K
LCM
1419
Logan Capital Management
Pennsylvania
$920
CAM
1420
Creekmur Asset Management
Illinois
$828
LC
1421
Luminist Capital
Michigan
$741
LCOV
1422
London Company of Virginia
Virginia
$596
SFC
1423
SYM Financial Corp
Indiana
$472
GWSA
1424
Global Wealth Strategies & Associates
Colorado
$184
PLU
1425
Performa Ltd (US)
South Carolina
$92