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iShares Russell Mid-Cap ETF

1,502 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 175 funds opening new positions, 556 increasing their positions, 408 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 → $38.7B (+$1.61B)

0.62% more ownership

Funds ownership: 82.62%83.24% (+0.62%)

10% less funds holding in top 10

Funds holding in top 10: 5852 (-6)

Holders
1,502
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
52
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
FEG
376
Fund Evaluation Group
Ohio
$2.8M
NFP
377
Narus Financial Partners
Utah
$2.79M
FFA
378
Farther Finance Advisors
California
$2.79M
FUBT
379
First United Bank & Trust
Maryland
$2.79M
OFG
380
Oxford Financial Group
Indiana
$2.79M
CAM
381
Cozad Asset Management
Illinois
$2.77M
PPW
382
Pasadena Private Wealth
California
$2.74M
CA
383
Continuum Advisory
Idaho
$2.73M
TPA
384
Trivium Point Advisory
Connecticut
$2.72M
JF
385
JSF Financial
California
$2.71M
MBI
386
May Barnhard Investments
Maryland
$2.7M
EAM
387
Erste Asset Management
Austria
$2.69M
LKWM
388
Lee-Kelleher Wealth Management
Maryland
$2.69M
GI
389
GAMMA Investing
California
$2.68M
FRA
390
Frank Rimerman Advisors
California
$2.66M
CFP
391
Catalyst Financial Partners
Massachusetts
$2.65M
CFA
392
Cahill Financial Advisors
Minnesota
$2.64M
VA
393
Valmark Advisers
Ohio
$2.63M
HP
394
HT Partners
Connecticut
$2.6M
DA
395
Dover Advisors
Virginia
$2.58M
NGA
396
Naples Global Advisors
Florida
$2.57M
MWM
397
Meridian Wealth Management
Kentucky
$2.56M
RCA
398
Resonant Capital Advisors
Wisconsin
$2.54M
CQWA
399
Chokshi & Queen Wealth Advisors
California
$2.54M
JWA
400
JFS Wealth Advisors
Pennsylvania
$2.52M