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iShares Russell Mid-Cap ETF

1,486 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
1,486
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
SCA
526
Snowden Capital Advisors
New York
$1.6M
CAG
527
Carroll Advisory Group
Texas
$1.58M
KBFS
528
Kohmann Bosshard Financial Services
Ohio
$1.58M
WDL
529
Well Done LLC
Michigan
$1.57M
IA
530
IFG Advisors
Missouri
$1.57M
Lazard Asset Management
531
Lazard Asset Management
New York
$1.57M
BEAM
532
Baker Ellis Asset Management
Washington
$1.56M
LBC
533
Lowe Brockenbrough & Co
Virginia
$1.56M
CWMK
534
Caliber Wealth Management (Kansas)
Kansas
$1.55M
SBH
535
Segall Bryant & Hamill
Illinois
$1.55M
FHB
536
First Hawaiian Bank
Hawaii
$1.54M
MWM
537
Moulton Wealth Management
Washington
$1.54M
GVAG
538
Great Valley Advisor Group
Delaware
$1.54M
SWM
539
SigFig Wealth Management
California
$1.54M
RBWA
540
RFG - Bristol Wealth Advisors
Massachusetts
$1.54M
PFBT
541
Parkside Financial Bank & Trust
Missouri
$1.53M
CWAG
542
Compton Wealth Advisory Group
Virginia
$1.53M
PWMAG
543
Pinnacle Wealth Management Advisory Group
New Jersey
$1.52M
PCIG
544
Partners Capital Investment Group
Massachusetts
$1.47M
WB
545
Webster Bank
Connecticut
$1.47M
BCA
546
Bay Colony Advisors
Massachusetts
$1.47M
AWM
547
Avior Wealth Management
Nebraska
$1.46M
GWMR
548
GC Wealth Management RIA
Massachusetts
$1.46M
HAFS
549
Hapanowicz & Associates Financial Services
Pennsylvania
$1.46M
LWM
550
Luminvest Wealth Management
Arizona
$1.45M