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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
SC
426
Sepio Capital
Utah
$2.32M
BIG
427
Brooklyn Investment Group
New York
$2.3M
SW
428
SVB Wealth
Massachusetts
$2.3M
AIMC
429
Alley Investment Management Company
Illinois
$2.28M
MC
430
Middleton & Co
Massachusetts
$2.28M
PA
431
Pinnacle Associates
New York
$2.27M
WAP
432
Wealthcare Advisory Partners
Pennsylvania
$2.26M
FMTC
433
Farmers & Merchants Trust Company
California
$2.24M
PA
434
Parallel Advisors
California
$2.23M
OLA
435
Oliver Luxxe Assets
New Jersey
$2.23M
VVP
436
Venture Visionary Partners
Ohio
$2.23M
Wealthfront Advisers
437
Wealthfront Advisers
California
$2.22M
1WM
438
1900 Wealth Management
Texas
$2.21M
LC
439
LCNB Corp
Ohio
$2.18M
EIG
440
Ellenbecker Investment Group
Wisconsin
$2.18M
WF
441
Welch & Forbes
Massachusetts
$2.17M
NFG
442
Nations Financial Group
Iowa
$2.17M
GHAM
443
Gilman Hill Asset Management
Connecticut
$2.16M
EB
444
Eastern Bank
Massachusetts
$2.15M
VWM
445
Venturi Wealth Management
Texas
$2.14M
HWA
446
Heritage Wealth Advisors
Virginia
$2.14M
FT
447
Fiduciary Trust
Massachusetts
$2.14M
LC
448
Lavelle Capital
California
$2.13M
AP
449
Appleton Partners
Massachusetts
$2.13M
BHBT
450
Burke & Herbert Bank & Trust
Virginia
$2.13M