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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
NS
326
NBC Securities
Alabama
$3.49M
CC
327
Courier Capital
New York
$3.45M
FA
328
Flagstar Advisors
New York
$3.43M
ECM
329
Elgethun Capital Management
South Dakota
$3.42M
CD
330
Chapin Davis
Maryland
$3.42M
GIA
331
Gladstone Institutional Advisory
Florida
$3.39M
EW
332
Elyxium Wealth
California
$3.39M
MG
333
Mather Group
Illinois
$3.39M
GC
334
Granville Capital
North Carolina
$3.38M
AFC
335
AFT Forsyth & Company
Florida
$3.37M
Renaissance Technologies
336
Renaissance Technologies
New York
$3.35M
PTC
337
Private Trust Company
Ohio
$3.35M
HCMT
338
Highland Capital Management (Tennessee)
Tennessee
$3.35M
PFA
339
Pathway Financial Advisors
Vermont
$3.33M
AI
340
Atria Investments
North Carolina
$3.32M
ECM
341
Evergreen Capital Management
Washington
$3.31M
NWA
342
Northwest Wealth Advisors
Washington
$3.3M
RhumbLine Advisers
343
RhumbLine Advisers
Massachusetts
$3.27M
GT
344
Greenleaf Trust
Michigan
$3.26M
VA
345
VestGen Advisors
Illinois
$3.24M
RPSA
346
Richard P. Slaughter Associates
Texas
$3.22M
AQR Capital Management
347
AQR Capital Management
Connecticut
$3.22M
FPCP
348
Fort Point Capital Partners
California
$3.13M
WIA
349
World Investment Advisors
California
$3.12M
GWM
350
Geneos Wealth Management
Colorado
$3.11M