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iShares Russell Mid-Cap ETF

1,502 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 175 funds opening new positions, 556 increasing their positions, 408 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 → $38.7B (+$1.61B)

0.62% more ownership

Funds ownership: 82.62%83.24% (+0.62%)

10% less funds holding in top 10

Funds holding in top 10: 5852 (-6)

Holders
1,502
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
52
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
SFA
301
Sequoia Financial Advisors
Ohio
$4.16M
LT
302
Legacy Trust
Michigan
$4.13M
BP
303
Ballentine Partners
Massachusetts
$4.13M
FMII
304
Farmers & Merchants Investments Inc
Nebraska
$4.12M
PFM
305
Phillips Financial Management
Indiana
$4.12M
BMCM
306
Bryn Mawr Capital Management
Pennsylvania
$4.05M
NL
307
NVWM LLC
Pennsylvania
$3.89M
Allspring Global Investments
308
Allspring Global Investments
North Carolina
$3.88M
Fiera Capital (Canada)
309
Fiera Capital (Canada)
Quebec, Canada
$3.88M
DWM
310
Daner Wealth Management
Georgia
$3.87M
BFC
311
Bedel Financial Consulting
Indiana
$3.87M
AMG
312
Asset Management Group
Connecticut
$3.8M
SCM
313
SCS Capital Management
Massachusetts
$3.8M
AL
314
Aspiriant LLC
California
$3.79M
Financial Engines Advisors
315
Financial Engines Advisors
California
$3.78M
QCM
316
Quantinno Capital Management
New York
$3.76M
BKA
317
Brick & Kyle Associates
Pennsylvania
$3.74M
UBS AM
318
UBS AM
Illinois
$3.67M
FWIA
319
Fort Washington Investment Advisors
Ohio
$3.64M
GWS
320
Greykasell Wealth Strategies
California
$3.6M
TA
321
TFB Advisors
Kansas
$3.57M
CFO
322
Cambient Family Office
Michigan
$3.56M
SC
323
SouthState Corp
Florida
$3.54M
SWM
324
Spire Wealth Management
Virginia
$3.54M
FC
325
FCA Corp
Texas
$3.52M