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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
LWM
601
Lyell Wealth Management
California
$1.21M
SCM
602
Sterling Capital Management
North Carolina
$1.21M
AFG
603
Atomi Financial Group
New York
$1.2M
OCA
604
Odyssey Capital Advisors
Pennsylvania
$1.19M
TSS
605
Two Sigma Securities
New York
$1.18M
CA
606
Cambridge Associates
Massachusetts
$1.17M
MA
607
MONECO Advisors
Connecticut
$1.17M
BCM
608
Becker Capital Management
Oregon
$1.17M
OIS
609
Okabena Investment Services
Minnesota
$1.17M
SFA
610
Seneca Financial Advisors
New York
$1.16M
RCM
611
Radnor Capital Management
Pennsylvania
$1.16M
ACM
612
Advisors Capital Management
New Jersey
$1.15M
TFS
613
Thoroughbred Financial Services
Tennessee
$1.14M
HT
614
Heritage Trust
Oklahoma
$1.13M
PVAMC
615
PPS&V Asset Management Consultants
Michigan
$1.13M
SS
616
Sunbelt Securities
Texas
$1.12M
CTC
617
Central Trust Company
Missouri
$1.12M
ACGA
618
Atlanta Consulting Group Advisors
Georgia
$1.12M
Select Equity Group
619
Select Equity Group
New York
$1.12M
BTI
620
Blue Trust Inc
Georgia
$1.12M
UWM
621
USAdvisors Wealth Management
Minnesota
$1.11M
PHIC
622
Pine Haven Investment Counsel
Massachusetts
$1.11M
JWM
623
Jupiter Wealth Management
Colorado
$1.11M
NA
624
Nordwand Advisors
Pennsylvania
$1.1M
TFA
625
TPG Financial Advisors
Oregon
$1.1M