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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
PCA
526
Pallas Capital Advisors
Massachusetts
$1.61M
IWC
527
Integrated Wealth Concepts
Massachusetts
$1.61M
SLT
528
St Louis Trust
Missouri
$1.6M
HIMC
529
Heritage Investors Management Corp
Maryland
$1.6M
SCA
530
Snowden Capital Advisors
New York
$1.6M
CAG
531
Carroll Advisory Group
Texas
$1.58M
KBFS
532
Kohmann Bosshard Financial Services
Ohio
$1.58M
WDL
533
Well Done LLC
Michigan
$1.57M
IA
534
IFG Advisors
Missouri
$1.57M
Lazard Asset Management
535
Lazard Asset Management
New York
$1.57M
BEAM
536
Baker Ellis Asset Management
Washington
$1.56M
LBC
537
Lowe Brockenbrough & Co
Virginia
$1.56M
CWMK
538
Caliber Wealth Management (Kansas)
Kansas
$1.55M
SBH
539
Segall Bryant & Hamill
Illinois
$1.55M
FHB
540
First Hawaiian Bank
Hawaii
$1.54M
MWM
541
Moulton Wealth Management
Washington
$1.54M
GVAG
542
Great Valley Advisor Group
Delaware
$1.54M
SWM
543
SigFig Wealth Management
California
$1.54M
RBWA
544
RFG - Bristol Wealth Advisors
Massachusetts
$1.54M
PFBT
545
Parkside Financial Bank & Trust
Missouri
$1.53M
CWAG
546
Compton Wealth Advisory Group
Virginia
$1.53M
PWMAG
547
Pinnacle Wealth Management Advisory Group
New Jersey
$1.52M
PCIG
548
Partners Capital Investment Group
Massachusetts
$1.47M
WB
549
Webster Bank
Connecticut
$1.47M
BCA
550
Bay Colony Advisors
Massachusetts
$1.47M