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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
MPWT
501
MassMutual Private Wealth & Trust
Connecticut
$1.78M
BRWA
502
B. Riley Wealth Advisors
Florida
$1.78M
BAM
503
Belpointe Asset Management
Nevada
$1.78M
ZBNA
504
Zions Bancorporation, National Association
Utah
$1.77M
AAS
505
Asset Allocation Strategies
Michigan
$1.76M
CIA
506
Choate Investment Advisors
Massachusetts
$1.76M
PI
507
PFG Investments
New York
$1.75M
VCM
508
Virtue Capital Management
Tennessee
$1.74M
AF
509
Atala Financial
California
$1.74M
RMDI
510
R.M. Davis Inc
Maine
$1.72M
NCG
511
Newport Capital Group
New Jersey
$1.71M
MPCG
512
Matrix Private Capital Group
New York
$1.71M
CHAM
513
Clear Harbor Asset Management
Connecticut
$1.71M
HSA
514
HBK Sorce Advisory
Pennsylvania
$1.71M
IRC
515
Investors Research Corp
Georgia
$1.7M
RC
516
Roundview Capital
New Jersey
$1.7M
SCA
517
Sage Capital Advisors
South Dakota
$1.7M
LWL
518
Leo Wealth LLC
Texas
$1.69M
WPC
519
White Pine Capital
Minnesota
$1.68M
CA
520
Crumly & Associates
Illinois
$1.68M
PCM
521
Parsons Capital Management
Rhode Island
$1.68M
SFWC
522
Strategic Family Wealth Counselors
New Jersey
$1.67M
WFA
523
WestHill Financial Advisors
California
$1.67M
MFG
524
MidWestOne Financial Group
Iowa
$1.65M
SA
525
Strategic Advisors
New York
$1.63M