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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
CWM
226
Chesapeake Wealth Management
Virginia
$6.76M
CHC
227
City Holding Co
West Virginia
$6.72M
OIA
228
OneDigital Investment Advisors
Kansas
$6.67M
WW
229
Westshore Wealth
California
$6.59M
TWM
230
Tolleson Wealth Management
Texas
$6.58M
FMC
231
First Merchants Corp
Indiana
$6.58M
CGPCS
232
Capital Group Private Client Services
California
$6.49M
CPIG
233
Chicago Partners Investment Group
Illinois
$6.47M
IAN
234
Integrated Advisors Network
Texas
$6.33M
UCFA
235
United Capital Financial Advisors
Texas
$6.3M
CRC
236
Curi RMB Capital
Illinois
$6.28M
BFG
237
Baron Financial Group
New Jersey
$6.26M
ASN
238
Advisory Services Network
Georgia
$6.26M
WB
239
WesBanco Bank
West Virginia
$6.24M
CWP
240
CFM Wealth Partners
Texas
$6.12M
TTWM
241
TCV Trust & Wealth Management
Virginia
$6.09M
FNBOO
242
First National Bank of Omaha
Nebraska
$6.07M
DWT
243
Dorsey & Whitney Trust
South Dakota
$6.04M
LFAS
244
Level Four Advisory Services
Texas
$6.04M
BCI
245
Brinker Capital Investments
Pennsylvania
$6.01M
Vanguard Group
246
Vanguard Group
Pennsylvania
$5.97M
OGF
247
Orin Green Financial
California
$5.95M
EFS
248
Essex Financial Services
Connecticut
$5.94M
SFG
249
Sunburst Financial Group
Alabama
$5.92M
FNBT
250
FineMark National Bank & Trust
Florida
$5.88M