IWR icon

iShares Russell Mid-Cap ETF

1,512 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 181 funds opening new positions, 556 increasing their positions, 411 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 (+$1.63B)

0.67% more ownership

Funds ownership: 82.62%83.29% (+0.67%)

9% less funds holding in top 10

Funds holding in top 10: 5853 (-5)

Holders
1,512
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
53
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
CWM
1451
Consultiva Wealth Management
Puerto Rico
$19.8K
WIM
1452
Westside Investment Management
California
$19.3K
MWPCG
1453
Measured Wealth Private Client Group
New Hampshire
$18.5K
GCM
1454
Gables Capital Management
Florida
$18.3K
SWIM
1455
Smallwood Wealth Investment Management
New Jersey
$18.3K
NEWAS
1456
N.E.W. Advisory Services
Wisconsin
$17.9K
KFA
1457
Kelleher Financial Advisors
New York
$17.3K
EAM
1458
Eukles Asset Management
Ohio
$16K
AAG
1459
Armstrong Advisory Group
Massachusetts
$15.3K
TAM
1460
Tucker Asset Management
Colorado
$14.8K
HCMG
1461
Howard Capital Management Group
California
$14.4K
PB
1462
Prosperity Bancshares
Texas
$14.3K
EWM
1463
Evolution Wealth Management
Florida
$14.2K
NFSG
1464
Newbridge Financial Services Group
Florida
$14K
SA
1465
SRH Advisors
Kansas
$13.9K
CNBT
1466
Cornerstone National Bank & Trust
Illinois
$13.6K
IWP
1467
IAG Wealth Partners
Wisconsin
$13.4K
FC
1468
Financial Consulate
Maryland
$13.4K
AGWCA
1469
Annis Gardner Whiting Capital Advisors
Florida
$12.6K
CPG
1470
Cornerstone Planning Group
New Jersey
$12.4K
NG
1471
NWK Group
California
$12.3K
SG
1472
Sankala Group
Colorado
$11.5K
MM
1473
Main Management
California
$11K
GWSA
1474
Global Wealth Strategies & Associates
Colorado
$10.7K
KA
1475
Kozak & Associates
Colorado
$10.5K