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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
LGWM
401
Litman Gregory Wealth Management
California
$2.47M
MAM
402
Madison Asset Management
Wisconsin
$2.46M
AWA
403
Arkadios Wealth Advisors
Georgia
$2.46M
DP
404
Denver PWM
Colorado
$2.43M
ITIM
405
Indiana Trust & Investment Management
Indiana
$2.43M
EWA
406
EverSource Wealth Advisors
Alabama
$2.43M
MAM
407
Marquette Asset Management
Minnesota
$2.41M
RIS
408
Retirement Income Solutions
Michigan
$2.41M
Russell Investments Group
409
Russell Investments Group
United Kingdom
$2.41M
DI
410
DAGCO Inc
Ohio
$2.4M
SCA
411
St. Clair Advisors
Ohio
$2.4M
AWM
412
Aprio Wealth Management
Georgia
$2.39M
EK
413
Evensky & Katz
Florida
$2.39M
GIM
414
Goelzer Investment Management
Indiana
$2.38M
MFP
415
Meridian Financial Partners
Virginia
$2.37M
TWC
416
TD Waterhouse Canada
Ontario, Canada
$2.35M
BB
417
Busey Bank
Illinois
$2.34M
AFG
418
ABLE Financial Group
Arizona
$2.33M
SC
419
Sepio Capital
Utah
$2.32M
BIG
420
Brooklyn Investment Group
New York
$2.3M
SW
421
SVB Wealth
Massachusetts
$2.3M
AIMC
422
Alley Investment Management Company
Illinois
$2.28M
MC
423
Middleton & Co
Massachusetts
$2.28M
PA
424
Pinnacle Associates
New York
$2.27M
WAP
425
Wealthcare Advisory Partners
Pennsylvania
$2.26M