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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
AWM
551
Avior Wealth Management
Nebraska
$1.46M
GWMR
552
GC Wealth Management RIA
Massachusetts
$1.46M
HAFS
553
Hapanowicz & Associates Financial Services
Pennsylvania
$1.46M
LWM
554
Luminvest Wealth Management
Arizona
$1.45M
SW
555
SlateStone Wealth
Florida
$1.45M
DWP
556
Daymark Wealth Partners
Ohio
$1.45M
CWM
557
Calamos Wealth Management
Illinois
$1.44M
AssetMark Inc
558
AssetMark Inc
California
$1.43M
SMA
559
Sage Mountain Advisors
Georgia
$1.42M
CWA
560
Centennial Wealth Advisory
Michigan
$1.42M
AB
561
Atlas Brown
Kentucky
$1.42M
MA
562
MBA Advisors
Pennsylvania
$1.41M
SW
563
Simplicity Wealth
New Jersey
$1.41M
WPA
564
West Paces Advisors
Georgia
$1.41M
OWM
565
Orgel Wealth Management
Wisconsin
$1.4M
Qube Research & Technologies (QRT)
566
Qube Research & Technologies (QRT)
United Kingdom
$1.4M
A
567
Argentarii
Ohio
$1.4M
CWM
568
Connecticut Wealth Management
Connecticut
$1.39M
VCM
569
Vivaldi Capital Management
Illinois
$1.39M
PA
570
PFG Advisors
Arizona
$1.38M
GAG
571
GM Advisory Group
New York
$1.38M
C
572
Certuity
Florida
$1.38M
LW
573
Linscomb Wealth
Texas
$1.37M
BBES
574
Buffalo Business & Estate Services
New York
$1.37M
GLA
575
Great Lakes Advisors
Illinois
$1.37M