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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
CWP
451
Corepath Wealth Partners
Arizona
$2.08M
BIS
452
BG Investment Services
Guam
$2.08M
1SB
453
1ST Source Bank
Indiana
$2.06M
CWM
454
Cornerstone Wealth Management
Missouri
$2.05M
BWM
455
BankPlus Wealth Management
Mississippi
$2.04M
NF
456
Nvest Financial
New Hampshire
$2.04M
Susquehanna International Group
457
Susquehanna International Group
Pennsylvania
$2.04M
HW
458
HORAN Wealth
Ohio
$2.03M
MCM
459
Manchester Capital Management
Vermont
$2.03M
SWA
460
Stratos Wealth Advisors
Ohio
$2.02M
AP
461
Americana Partners
Texas
$2M
FMWA
462
Forvis Mazars Wealth Advisors
Missouri
$2M
GWAM
463
Guardian Wealth Advisors (Minnesota)
Minnesota
$1.96M
SL
464
SWMG LLC
Texas
$1.96M
SWP
465
Sagespring Wealth Partners
Tennessee
$1.95M
FNB
466
Farmers National Bank
Kentucky
$1.94M
RBC
467
Roble Belko & Company
Pennsylvania
$1.93M
AA
468
Ancora Advisors
Ohio
$1.93M
CC
469
Climber Capital
Switzerland
$1.92M
MW
470
MBL Wealth
North Carolina
$1.92M
CM
471
Columbus Macro
Pennsylvania
$1.91M
CCMG
472
Clark Capital Management Group
Pennsylvania
$1.91M
TAP
473
TSG Advice Partners
Ohio
$1.9M
BTW
474
Boston Trust Walden
Massachusetts
$1.9M
CSP
475
Cary Street Partners
Virginia
$1.9M