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iShares Russell Mid-Cap ETF

1,485 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
1,485
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
EAM
576
Empirical Asset Management
Massachusetts
$1.34M
EP
577
Ehrenkranz Partners
New York
$1.34M
PTC
578
Philadelphia Trust Company
Pennsylvania
$1.34M
DWMS
579
Dominguez Wealth Management Solutions
Virginia
$1.33M
KA
580
Klingman & Associates
New York
$1.33M
JPG
581
Jordan Park Group
California
$1.32M
MMG
582
Monetary Management Group
Missouri
$1.31M
CW
583
CreativeOne Wealth
Kansas
$1.31M
MA
584
Montag & Associates
Georgia
$1.31M
FLPIM
585
F.L. Putnam Investment Management
Massachusetts
$1.3M
PIMG
586
Patriot Investment Management Group
Tennessee
$1.3M
NBWM
587
North Berkeley Wealth Management
California
$1.29M
CCC
588
Compass Capital Corp
Massachusetts
$1.28M
FPAS
589
Focus Partners Advisor Solutions
Missouri
$1.26M
WAG
590
Winthrop Advisory Group
Massachusetts
$1.26M
LOPW
591
Live Oak Private Wealth
North Carolina
$1.26M
OAM
592
Occidental Asset Management
California
$1.25M
SCM
593
Sunbeam Capital Management
Georgia
$1.24M
MB
594
MidFirst Bank
Oklahoma
$1.24M
SB
595
Strategic Blueprint
Georgia
$1.23M
LWM
596
Lyell Wealth Management
California
$1.21M
SCM
597
Sterling Capital Management
North Carolina
$1.21M
AFG
598
Atomi Financial Group
New York
$1.2M
OCA
599
Odyssey Capital Advisors
Pennsylvania
$1.19M
TSS
600
Two Sigma Securities
New York
$1.18M