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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
CWM
451
Cornerstone Wealth Management
Missouri
$2.05M
BWM
452
BankPlus Wealth Management
Mississippi
$2.04M
NF
453
Nvest Financial
New Hampshire
$2.04M
Susquehanna International Group
454
Susquehanna International Group
Pennsylvania
$2.04M
HW
455
HORAN Wealth
Ohio
$2.03M
MCM
456
Manchester Capital Management
Vermont
$2.03M
SWA
457
Stratos Wealth Advisors
Ohio
$2.02M
AP
458
Americana Partners
Texas
$2M
FMWA
459
Forvis Mazars Wealth Advisors
Missouri
$2M
GWAM
460
Guardian Wealth Advisors (Minnesota)
Minnesota
$1.96M
SL
461
SWMG LLC
Texas
$1.96M
SWP
462
Sagespring Wealth Partners
Tennessee
$1.95M
RBC
463
Roble Belko & Company
Pennsylvania
$1.93M
AA
464
Ancora Advisors
Ohio
$1.93M
CC
465
Climber Capital
Switzerland
$1.92M
MW
466
MBL Wealth
North Carolina
$1.92M
CM
467
Columbus Macro
Pennsylvania
$1.91M
CCMG
468
Clark Capital Management Group
Pennsylvania
$1.91M
TAP
469
TSG Advice Partners
Ohio
$1.9M
BTW
470
Boston Trust Walden
Massachusetts
$1.9M
CSP
471
Cary Street Partners
Virginia
$1.9M
SI
472
Saxon Interests
Texas
$1.9M
WPC
473
Waters Parkerson & Co
Louisiana
$1.9M
USCWA
474
U.S. Capital Wealth Advisors
Texas
$1.89M
SB
475
Simmons Bank
Arkansas
$1.88M