We are live on ! Find out more
IWR icon

iShares Russell Mid-Cap ETF

1,519 hedge funds and large institutions have $38.8B invested in iShares Russell Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 184 funds opening new positions, 556 increasing their positions, 413 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 → $38.8B (+$1.65B)

0.7% more ownership

Funds ownership: 82.64%83.35% (+0.7%)

7% less funds holding in top 10

Funds holding in top 10: 5955 (-4)

Holders
1,519
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
55
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
IC
201
IEQ Capital
California
$8.34M
CAM
202
Campion Asset Management
Virginia
$8.33M
FB
203
Fulton Bank
Pennsylvania
$8.17M
PPWM
204
Paragon Private Wealth Management
Kentucky
$8.12M
NW
205
NewEdge Wealth
Pennsylvania
$8.01M
SC
206
Savant Capital
Illinois
$7.89M
MT
207
Midwest Trust
Kansas
$7.8M
ACM
208
Argent Capital Management
Missouri
$7.72M
KPWS
209
Kestra Private Wealth Services
Texas
$7.68M
SWM
210
Shelton Wealth Management
Texas
$7.59M
SDWMA
211
Schneider Downs Wealth Management Advisors
Pennsylvania
$7.58M
CFG
212
Citizens Financial Group
Rhode Island
$7.56M
DT
213
Diversified Trust
Tennessee
$7.55M
BFG
214
Bleakley Financial Group
New Jersey
$7.51M
SA
215
Sincerus Advisory
New York
$7.39M
SIC
216
Salem Investment Counselors
North Carolina
$7.3M
RWP
217
RWA Wealth Partners
Massachusetts
$7.19M
FTS
218
Fifth Third Securities
Ohio
$7.16M
BWFA
219
Baltimore-Washington Financial Advisors
Maryland
$7.13M
BWA
220
Beam Wealth Advisors
Louisiana
$7.06M
SWP
221
Summit Wealth Partners
Florida
$7.05M
IA
222
IFC Advisors
California
$6.96M
NFG
223
Nadler Financial Group
Illinois
$6.94M
FAM
224
Forte Asset Management
New York
$6.91M
MWM
225
Modera Wealth Management
New Jersey
$6.9M