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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
PSA
526
Plum Street Advisors
Louisiana
$1.63M
EFA
527
Evernest Financial Advisors
Indiana
$1.62M
FC
528
Fulcrum Capital
Washington
$1.62M
AFP
529
Ausdal Financial Partners
Iowa
$1.62M
CG
530
Caprock Group
Idaho
$1.62M
BFO
531
Boston Family Office
Massachusetts
$1.61M
PCA
532
Pallas Capital Advisors
Massachusetts
$1.61M
IWC
533
Integrated Wealth Concepts
Massachusetts
$1.61M
SLT
534
St Louis Trust
Missouri
$1.6M
HIMC
535
Heritage Investors Management Corp
Maryland
$1.6M
SCA
536
Snowden Capital Advisors
New York
$1.6M
CAG
537
Carroll Advisory Group
Texas
$1.58M
KBFS
538
Kohmann Bosshard Financial Services
Ohio
$1.58M
WDL
539
Well Done LLC
Michigan
$1.57M
IA
540
IFG Advisors
Missouri
$1.57M
Lazard Asset Management
541
Lazard Asset Management
New York
$1.57M
BEAM
542
Baker Ellis Asset Management
Washington
$1.56M
LBC
543
Lowe Brockenbrough & Co
Virginia
$1.56M
CWMK
544
Caliber Wealth Management (Kansas)
Kansas
$1.55M
SBH
545
Segall Bryant & Hamill
Illinois
$1.55M
FHB
546
First Hawaiian Bank
Hawaii
$1.54M
MWM
547
Moulton Wealth Management
Washington
$1.54M
GVAG
548
Great Valley Advisor Group
Delaware
$1.54M
SWM
549
SigFig Wealth Management
California
$1.54M
RBWA
550
RFG - Bristol Wealth Advisors
Massachusetts
$1.54M