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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
NCG
501
Newport Capital Group
New Jersey
$1.71M
MPCG
502
Matrix Private Capital Group
New York
$1.71M
CHAM
503
Clear Harbor Asset Management
Connecticut
$1.71M
HSA
504
HBK Sorce Advisory
Pennsylvania
$1.71M
IRC
505
Investors Research Corp
Georgia
$1.7M
RC
506
Roundview Capital
New Jersey
$1.7M
SCA
507
Sage Capital Advisors
South Dakota
$1.7M
LWL
508
Leo Wealth LLC
Texas
$1.69M
WPC
509
White Pine Capital
Minnesota
$1.68M
CA
510
Crumly & Associates
Illinois
$1.68M
PCM
511
Parsons Capital Management
Rhode Island
$1.68M
SFWC
512
Strategic Family Wealth Counselors
New Jersey
$1.67M
WFA
513
WestHill Financial Advisors
California
$1.67M
MFG
514
MidWestOne Financial Group
Iowa
$1.65M
SA
515
Strategic Advisors
New York
$1.63M
PSA
516
Plum Street Advisors
Louisiana
$1.63M
EFA
517
Evernest Financial Advisors
Indiana
$1.62M
FC
518
Fulcrum Capital
Washington
$1.62M
AFP
519
Ausdal Financial Partners
Iowa
$1.62M
CG
520
Caprock Group
Idaho
$1.62M
BFO
521
Boston Family Office
Massachusetts
$1.61M
PCA
522
Pallas Capital Advisors
Massachusetts
$1.61M
IWC
523
Integrated Wealth Concepts
Massachusetts
$1.61M
SLT
524
St Louis Trust
Missouri
$1.6M
HIMC
525
Heritage Investors Management Corp
Maryland
$1.6M