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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
RPSA
351
Richard P. Slaughter Associates
Texas
$3.22M
AQR Capital Management
352
AQR Capital Management
Connecticut
$3.22M
FPCP
353
Fort Point Capital Partners
California
$3.13M
GWM
354
Geneos Wealth Management
Colorado
$3.11M
LLWM
355
Life Line Wealth Management
California
$3.09M
SPC
356
Sigma Planning Corp
Michigan
$3.08M
AFA
357
Allium Financial Advisors
Oregon
$3.06M
JWCA
358
J.W. Cole Advisors
Florida
$3.06M
SFS
359
Sowell Financial Services
Arkansas
$3.06M
FF
360
Finley Financial
Nevada
$3.03M
ACA
361
Anchor Capital Advisors
Massachusetts
$3.02M
SFS
362
Summit Financial Strategies
Ohio
$3.01M
AIM
363
Allen Investment Management
New York
$2.98M
BIG
364
Builder Investment Group
Georgia
$2.98M
AAS
365
Ameritas Advisory Services
Nebraska
$2.97M
PA
366
Procyon Advisors
Connecticut
$2.97M
EWM
367
Evercore Wealth Management
New York
$2.94M
MCWS
368
McKinley Carter Wealth Services
West Virginia
$2.93M
HSBC Holdings
369
HSBC Holdings
United Kingdom
$2.89M
HWA
370
Hilltop Wealth Advisors
North Carolina
$2.88M
PGFC
371
Peapack-Gladstone Financial Corp
New Jersey
$2.88M
FWP
372
FAS Wealth Partners
Kansas
$2.87M
SMC
373
Smith, Moore & Co
Missouri
$2.86M
HIP
374
HUB Investment Partners
Texas
$2.86M
KF
375
KKM Financial
Illinois
$2.85M