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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
LLWM
351
Life Line Wealth Management
California
$3.09M
SPC
352
Sigma Planning Corp
Michigan
$3.08M
AFA
353
Allium Financial Advisors
Oregon
$3.06M
JWCA
354
J.W. Cole Advisors
Florida
$3.06M
SFS
355
Sowell Financial Services
Arkansas
$3.06M
FF
356
Finley Financial
Nevada
$3.03M
ACA
357
Anchor Capital Advisors
Massachusetts
$3.02M
SFS
358
Summit Financial Strategies
Ohio
$3.01M
AIM
359
Allen Investment Management
New York
$2.98M
BIG
360
Builder Investment Group
Georgia
$2.98M
AAS
361
Ameritas Advisory Services
Nebraska
$2.97M
PA
362
Procyon Advisors
Connecticut
$2.97M
EWM
363
Evercore Wealth Management
New York
$2.94M
MCWS
364
McKinley Carter Wealth Services
West Virginia
$2.93M
HWA
365
Hilltop Wealth Advisors
North Carolina
$2.88M
PGFC
366
Peapack-Gladstone Financial Corp
New Jersey
$2.88M
FWP
367
FAS Wealth Partners
Kansas
$2.87M
SMC
368
Smith, Moore & Co
Missouri
$2.86M
HIP
369
HUB Investment Partners
Texas
$2.86M
KF
370
KKM Financial
Illinois
$2.85M
SWA
371
SOA Wealth Advisors
New York
$2.83M
AWM
372
Apollon Wealth Management
South Carolina
$2.82M
GBT
373
Grove Bank & Trust
Florida
$2.81M
FEG
374
Fund Evaluation Group
Ohio
$2.8M
NFP
375
Narus Financial Partners
Utah
$2.79M