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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
FFA
376
Farther Finance Advisors
California
$2.79M
FUBT
377
First United Bank & Trust
Maryland
$2.79M
OFG
378
Oxford Financial Group
Indiana
$2.79M
CAM
379
Cozad Asset Management
Illinois
$2.77M
PPW
380
Pasadena Private Wealth
California
$2.74M
CA
381
Continuum Advisory
Idaho
$2.73M
TPA
382
Trivium Point Advisory
Connecticut
$2.72M
JF
383
JSF Financial
California
$2.71M
MBI
384
May Barnhard Investments
Maryland
$2.7M
EAM
385
Erste Asset Management
Austria
$2.69M
LKWM
386
Lee-Kelleher Wealth Management
Maryland
$2.69M
GI
387
GAMMA Investing
California
$2.68M
FRA
388
Frank Rimerman Advisors
California
$2.66M
CFP
389
Catalyst Financial Partners
Massachusetts
$2.65M
CFA
390
Cahill Financial Advisors
Minnesota
$2.64M
VA
391
Valmark Advisers
Ohio
$2.63M
HP
392
HT Partners
Connecticut
$2.6M
DA
393
Dover Advisors
Virginia
$2.58M
NGA
394
Naples Global Advisors
Florida
$2.57M
MWM
395
Meridian Wealth Management
Kentucky
$2.56M
RCA
396
Resonant Capital Advisors
Wisconsin
$2.54M
CQWA
397
Chokshi & Queen Wealth Advisors
California
$2.54M
JWA
398
JFS Wealth Advisors
Pennsylvania
$2.52M
MFG
399
Merit Financial Group
Georgia
$2.51M
NSCM
400
New South Capital Management
Tennessee
$2.48M