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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
CAM
226
Carret Asset Management
New York
$6.89M
ACA
227
Aptus Capital Advisors
Alabama
$6.86M
SF
228
Summit Financial
New Jersey
$6.82M
CWM
229
Chesapeake Wealth Management
Virginia
$6.76M
CHC
230
City Holding Co
West Virginia
$6.72M
OIA
231
OneDigital Investment Advisors
Kansas
$6.67M
WW
232
Westshore Wealth
California
$6.59M
TWM
233
Tolleson Wealth Management
Texas
$6.58M
FMC
234
First Merchants Corp
Indiana
$6.58M
WPW
235
Winthrop Partners - WNY
New York
$6.56M
CGPCS
236
Capital Group Private Client Services
California
$6.49M
CPIG
237
Chicago Partners Investment Group
Illinois
$6.47M
IAN
238
Integrated Advisors Network
Texas
$6.33M
UCFA
239
United Capital Financial Advisors
Texas
$6.3M
CRC
240
Curi RMB Capital
Illinois
$6.28M
BFG
241
Baron Financial Group
New Jersey
$6.26M
ASN
242
Advisory Services Network
Georgia
$6.26M
WB
243
WesBanco Bank
West Virginia
$6.24M
CWP
244
CFM Wealth Partners
Texas
$6.12M
TTWM
245
TCV Trust & Wealth Management
Virginia
$6.09M
FNBOO
246
First National Bank of Omaha
Nebraska
$6.07M
DWT
247
Dorsey & Whitney Trust
South Dakota
$6.04M
LFAS
248
Level Four Advisory Services
Texas
$6.04M
BCI
249
Brinker Capital Investments
Pennsylvania
$6.01M
Vanguard Group
250
Vanguard Group
Pennsylvania
$5.97M