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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
KWM
301
Kingsview Wealth Management
Oregon
$4.23M
LNWTC
302
Laird Norton Wetherby Trust Company
Washington
$4.22M
QCG
303
Quadrant Capital Group
Ohio
$4.19M
SFA
304
Sequoia Financial Advisors
Ohio
$4.16M
LT
305
Legacy Trust
Michigan
$4.13M
BP
306
Ballentine Partners
Massachusetts
$4.13M
FMII
307
Farmers & Merchants Investments Inc
Nebraska
$4.12M
PFM
308
Phillips Financial Management
Indiana
$4.12M
BMCM
309
Bryn Mawr Capital Management
Pennsylvania
$4.05M
NL
310
NVWM LLC
Pennsylvania
$3.89M
Allspring Global Investments
311
Allspring Global Investments
North Carolina
$3.88M
Fiera Capital (Canada)
312
Fiera Capital (Canada)
Quebec, Canada
$3.88M
DWM
313
Daner Wealth Management
Georgia
$3.87M
BFC
314
Bedel Financial Consulting
Indiana
$3.87M
AMG
315
Asset Management Group
Connecticut
$3.8M
SCM
316
SCS Capital Management
Massachusetts
$3.8M
AL
317
Aspiriant LLC
California
$3.79M
Financial Engines Advisors
318
Financial Engines Advisors
California
$3.78M
QCM
319
Quantinno Capital Management
New York
$3.76M
BKA
320
Brick & Kyle Associates
Pennsylvania
$3.74M
UBS AM
321
UBS AM
Illinois
$3.67M
FWIA
322
Fort Washington Investment Advisors
Ohio
$3.64M
GWS
323
Greykasell Wealth Strategies
California
$3.6M
TA
324
TFB Advisors
Kansas
$3.57M
CFO
325
Cambient Family Office
Michigan
$3.56M