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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
WAM
451
Weatherly Asset Management
California
$2.13M
AF
452
Allworth Financial
California
$2.1M
CGA
453
Crescent Grove Advisors
Illinois
$2.1M
CTA
454
Chesley Taft & Associates
Illinois
$2.09M
DAS
455
Diversify Advisory Services
Utah
$2.09M
CWP
456
Corepath Wealth Partners
Arizona
$2.08M
BIS
457
BG Investment Services
Guam
$2.08M
1SB
458
1ST Source Bank
Indiana
$2.06M
PP
459
Paladin Partners
Wisconsin
$2.05M
CWM
460
Cornerstone Wealth Management
Missouri
$2.05M
BWM
461
BankPlus Wealth Management
Mississippi
$2.04M
NF
462
Nvest Financial
New Hampshire
$2.04M
Susquehanna International Group
463
Susquehanna International Group
Pennsylvania
$2.04M
HW
464
HORAN Wealth
Ohio
$2.03M
MCM
465
Manchester Capital Management
Vermont
$2.03M
SWA
466
Stratos Wealth Advisors
Ohio
$2.02M
AP
467
Americana Partners
Texas
$2M
FMWA
468
Forvis Mazars Wealth Advisors
Missouri
$2M
GWAM
469
Guardian Wealth Advisors (Minnesota)
Minnesota
$1.96M
SL
470
SWMG LLC
Texas
$1.96M
SWP
471
Sagespring Wealth Partners
Tennessee
$1.95M
FNB
472
Farmers National Bank
Kentucky
$1.94M
RBC
473
Roble Belko & Company
Pennsylvania
$1.93M
AA
474
Ancora Advisors
Ohio
$1.93M
CC
475
Climber Capital
Switzerland
$1.92M