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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
MWM
401
Meridian Wealth Management
Kentucky
$2.56M
RCA
402
Resonant Capital Advisors
Wisconsin
$2.54M
CQWA
403
Chokshi & Queen Wealth Advisors
California
$2.54M
JWA
404
JFS Wealth Advisors
Pennsylvania
$2.52M
MFG
405
Merit Financial Group
Georgia
$2.51M
NSCM
406
New South Capital Management
Tennessee
$2.48M
LGWM
407
Litman Gregory Wealth Management
California
$2.47M
MAM
408
Madison Asset Management
Wisconsin
$2.46M
AWA
409
Arkadios Wealth Advisors
Georgia
$2.46M
DP
410
Denver PWM
Colorado
$2.43M
ITIM
411
Indiana Trust & Investment Management
Indiana
$2.43M
EWA
412
EverSource Wealth Advisors
Alabama
$2.43M
MAM
413
Marquette Asset Management
Minnesota
$2.41M
RIS
414
Retirement Income Solutions
Michigan
$2.41M
Russell Investments Group
415
Russell Investments Group
United Kingdom
$2.41M
DI
416
DAGCO Inc
Ohio
$2.4M
SCA
417
St. Clair Advisors
Ohio
$2.4M
AWM
418
Aprio Wealth Management
Georgia
$2.39M
EK
419
Evensky & Katz
Florida
$2.39M
GIM
420
Goelzer Investment Management
Indiana
$2.38M
RCAG
421
Rehmann Capital Advisory Group
Michigan
$2.38M
MFP
422
Meridian Financial Partners
Virginia
$2.37M
TWC
423
TD Waterhouse Canada
Ontario, Canada
$2.35M
BB
424
Busey Bank
Illinois
$2.34M
AFG
425
ABLE Financial Group
Arizona
$2.33M