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
SWP
201
Summit Wealth Partners
Florida
$7.42M
MWA
202
Moser Wealth Advisors
Washington
$7.42M
GT
203
Greenleaf Trust
Michigan
$7.35M
PAS
204
Park Avenue Securities
New York
$7.31M
RPC
205
Rossmore Private Capital
Connecticut
$7.3M
CI
206
Conning Inc
Connecticut
$7.27M
AL
207
Aspiriant LLC
California
$7.26M
BFG
208
Bleakley Financial Group
New Jersey
$7.24M
KPWS
209
Kestra Private Wealth Services
Texas
$7.16M
Bessemer Group
210
Bessemer Group
New Jersey
$7M
SIC
211
Salem Investment Counselors
North Carolina
$6.99M
SDWMA
212
Schneider Downs Wealth Management Advisors
Pennsylvania
$6.91M
MT
213
Midwest Trust
Kansas
$6.9M
BWA
214
Beam Wealth Advisors
Louisiana
$6.89M
Citigroup
215
Citigroup
New York
$6.89M
FTS
216
Fifth Third Securities
Ohio
$6.83M
CHC
217
City Holding Co
West Virginia
$6.83M
DIP
218
DT Investment Partners
Pennsylvania
$6.77M
FMC
219
First Merchants Corp
Indiana
$6.68M
IA
220
IFC Advisors
California
$6.67M
ACA
221
Aptus Capital Advisors
Alabama
$6.6M
NFG
222
Nadler Financial Group
Illinois
$6.58M
CFG
223
Citizens Financial Group
Rhode Island
$6.54M
CAM
224
Carret Asset Management
New York
$6.51M
TWM
225
Tolleson Wealth Management
Texas
$6.48M