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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
SI
476
Saxon Interests
Texas
$1.9M
WPC
477
Waters Parkerson & Co
Louisiana
$1.9M
USCWA
478
U.S. Capital Wealth Advisors
Texas
$1.89M
SB
479
Simmons Bank
Arkansas
$1.88M
ZF
480
Zhang Financial
Michigan
$1.88M
PCA
481
Prosperity Capital Advisors
Ohio
$1.88M
SCA
482
Southern Capital Advisors
Tennessee
$1.86M
MBT
483
Montecito Bank & Trust
California
$1.86M
OSAM
484
O'Shaughnessy Asset Management
Connecticut
$1.85M
PBO
485
Peoples Bank (Ohio)
Ohio
$1.83M
FW
486
Fairway Wealth
Ohio
$1.82M
AAP
487
Arax Advisory Partners
Colorado
$1.82M
CAG
488
Csenge Advisory Group
Florida
$1.81M
PMG
489
Private Management Group
California
$1.81M
FPGK
490
Financial Partners Group (Kansas)
Kansas
$1.81M
RFW
491
Rainier Family Wealth
Washington
$1.8M
LB
492
Legacy Bridge
Iowa
$1.8M
FWM
493
FMB Wealth Management
California
$1.8M
CI
494
Conning Inc
Connecticut
$1.79M
MPWT
495
MassMutual Private Wealth & Trust
Connecticut
$1.78M
BRWA
496
B. Riley Wealth Advisors
Florida
$1.78M
BAM
497
Belpointe Asset Management
Nevada
$1.78M
ZBNA
498
Zions Bancorporation, National Association
Utah
$1.77M
AAS
499
Asset Allocation Strategies
Michigan
$1.76M
CIA
500
Choate Investment Advisors
Massachusetts
$1.76M