IWR icon

iShares Russell Mid-Cap ETF

1,485 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 164 funds opening new positions, 553 increasing their positions, 408 reducing their positions, and 64 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 (+$1.53B)

0.46% more ownership

Funds ownership: 82.62%83.08% (+0.46%)

12% less funds holding in top 10

Funds holding in top 10: 5851 (-7)

Holders
1,485
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
51
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
LFA
1526
LGT Financial Advisors
Texas
PWA
1527
Provenance Wealth Advisors
Florida
MA
1528
Marquette Associates
Illinois
Harris Associates
1529
Harris Associates
Illinois
KHC
1530
Koesten Hirschmann & Crabtree
Kansas
HFS
1531
Hopwood Financial Services
Virginia
MAM
1532
MMA Asset Management
Pennsylvania
GWSG
1533
GPS Wealth Strategies Group
Colorado
DMKJ
1534
David M. Knott Jr
NC
1535
North Capital
Utah
RA
1536
Rise Advisors
New York
CPA
1537
Cardiff Park Advisors
California
FFWM
1538
Future Financial Wealth Management
Ohio
ATC
1539
Advantage Trust Company
Kansas
RWM
1540
RMG Wealth Management
Wisconsin
CAC
1541
Core Alternative Capital
Georgia
JWM
1542
JPL Wealth Management
Colorado
CFS
1543
Compass Financial Services
Iowa
SAM
1544
Strive Asset Management
Ohio
BPAMU
1545
BTG Pactual Asset Management US
New York
CCM
1546
Cloud Capital Management
Washington
KWM
1547
Kiker Wealth Management
Georgia
NMG
1548
New Millennium Group
Utah
LCM
1549
Logan Capital Management
Pennsylvania
SFC
1550
SYM Financial Corp
Indiana