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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
PI
501
PFG Investments
New York
$1.75M
VCM
502
Virtue Capital Management
Tennessee
$1.74M
AF
503
Atala Financial
California
$1.74M
RMDI
504
R.M. Davis Inc
Maine
$1.72M
NCG
505
Newport Capital Group
New Jersey
$1.71M
MPCG
506
Matrix Private Capital Group
New York
$1.71M
CHAM
507
Clear Harbor Asset Management
Connecticut
$1.71M
HSA
508
HBK Sorce Advisory
Pennsylvania
$1.71M
IRC
509
Investors Research Corp
Georgia
$1.7M
RC
510
Roundview Capital
New Jersey
$1.7M
SCA
511
Sage Capital Advisors
South Dakota
$1.7M
LWL
512
Leo Wealth LLC
Texas
$1.69M
WPC
513
White Pine Capital
Minnesota
$1.68M
CA
514
Crumly & Associates
Illinois
$1.68M
PCM
515
Parsons Capital Management
Rhode Island
$1.68M
SFWC
516
Strategic Family Wealth Counselors
New Jersey
$1.67M
WFA
517
WestHill Financial Advisors
California
$1.67M
MFG
518
MidWestOne Financial Group
Iowa
$1.65M
SA
519
Strategic Advisors
New York
$1.63M
PSA
520
Plum Street Advisors
Louisiana
$1.63M
EFA
521
Evernest Financial Advisors
Indiana
$1.62M
FC
522
Fulcrum Capital
Washington
$1.62M
AFP
523
Ausdal Financial Partners
Iowa
$1.62M
CG
524
Caprock Group
Idaho
$1.62M
BFO
525
Boston Family Office
Massachusetts
$1.61M