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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
PCG
251
Prosperity Consulting Group
Maryland
$5.82M
TFCP
252
Twin Focus Capital Partners
Massachusetts
$5.78M
CWG
253
Cornerstone Wealth Group
North Carolina
$5.76M
GRP
254
Global Retirement Partners
California
$5.75M
TCM
255
Triumph Capital Management
Colorado
$5.74M
NEPWA
256
New England Private Wealth Advisors
Massachusetts
$5.73M
SJIM
257
St. Johns Investment Management
Florida
$5.7M
MAA
258
Matrix Asset Advisors
New York
$5.67M
EW
259
Evoke Wealth
California
$5.66M
TCWA
260
Turtle Creek Wealth Advisors
Texas
$5.65M
CWM
261
Cahaba Wealth Management
Georgia
$5.58M
SVWAG
262
Sound View Wealth Advisors Group
Georgia
$5.55M
NAM
263
NTV Asset Management
West Virginia
$5.47M
CPSC
264
Carl P. Sherr & Co
Massachusetts
$5.47M
OCM
265
One Capital Management
California
$5.47M
CPSAC
266
Chas P. Smith & Associates (CPS)
Florida
$5.45M
SAM
267
Silvercrest Asset Management
New York
$5.42M
CP
268
Canopy Partners
Ohio
$5.41M
CCA
269
Conservest Capital Advisors
Pennsylvania
$5.4M
AIM
270
Acropolis Investment Management
Missouri
$5.38M
SAG
271
SageView Advisory Group
California
$5.37M
JFGIW
272
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.35M
HW
273
Hancock Whitney
Mississippi
$5.33M
ANC
274
Ames National Corp
Iowa
$5.3M
TPCW
275
TD Private Client Wealth
New York
$5.09M