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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
SWA
376
SOA Wealth Advisors
New York
$2.83M
AWM
377
Apollon Wealth Management
South Carolina
$2.82M
GBT
378
Grove Bank & Trust
Florida
$2.81M
FEG
379
Fund Evaluation Group
Ohio
$2.8M
NFP
380
Narus Financial Partners
Utah
$2.79M
FFA
381
Farther Finance Advisors
California
$2.79M
FUBT
382
First United Bank & Trust
Maryland
$2.79M
OFG
383
Oxford Financial Group
Indiana
$2.79M
CAM
384
Cozad Asset Management
Illinois
$2.77M
PPW
385
Pasadena Private Wealth
California
$2.74M
CA
386
Continuum Advisory
Idaho
$2.73M
TPA
387
Trivium Point Advisory
Connecticut
$2.72M
JF
388
JSF Financial
California
$2.71M
MBI
389
May Barnhard Investments
Maryland
$2.7M
KAM
390
Knightsbridge Asset Management
California
$2.69M
EAM
391
Erste Asset Management
Austria
$2.69M
LKWM
392
Lee-Kelleher Wealth Management
Maryland
$2.69M
GI
393
GAMMA Investing
California
$2.68M
FRA
394
Frank Rimerman Advisors
California
$2.66M
CFP
395
Catalyst Financial Partners
Massachusetts
$2.65M
CFA
396
Cahill Financial Advisors
Minnesota
$2.64M
VA
397
Valmark Advisers
Ohio
$2.63M
HP
398
HT Partners
Connecticut
$2.6M
DA
399
Dover Advisors
Virginia
$2.58M
NGA
400
Naples Global Advisors
Florida
$2.57M