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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

661% more call options, than puts

Call options by funds: $6.73M | Put options by funds: $884K

183% more first-time investments, than exits

New positions opened: 184 | Existing positions closed: 65

35% more repeat investments, than reductions

Existing positions increased: 556 | Existing positions reduced: 413

7% more funds holding

Funds holding: 1,4251,519 (+94)

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
+94
Holders Change %
+6.6%
% of All Funds
18.48%
Holding in Top 10
55
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.78%
% of All Funds
0.67%
New
184
Increased
556
Reduced
413
Closed
65
Calls
$6.73M
Puts
$884K
Net Calls
+$5.84M
Net Calls Change
-$9.02M
Name Holding Trade Value Shares
Change
Change in
Stake
Select Equity Group
626
Select Equity Group
New York
$1.12M +$1.04M +10,775 +1,256%
BTI
627
Blue Trust Inc
Georgia
$1.12M +$30.3K +315 +3%
UWM
628
USAdvisors Wealth Management
Minnesota
$1.11M +$3.75K +39 +0.3%
PHIC
629
Pine Haven Investment Counsel
Massachusetts
$1.11M
JWM
630
Jupiter Wealth Management
Colorado
$1.11M
NA
631
Nordwand Advisors
Pennsylvania
$1.1M -$1.44K -15 -0.1%
TFA
632
TPG Financial Advisors
Oregon
$1.1M +$9.42K +98 +0.9%
KHCM
633
Kirtland Hills Capital Management
Ohio
$1.1M +$396K +4,120 +56%
CCG
634
Cypress Capital Group
Florida
$1.1M -$7.21K -75 -0.7%
RIG
635
RiverFront Investment Group
Virginia
$1.1M +$37.2K +387 +4%
CCWM
636
Cassaday & Co Wealth Management
Virginia
$1.09M
FWP
637
Forefront Wealth Partners
Texas
$1.09M +$340K +3,540 +46%
WWM
638
Western Wealth Management
Colorado
$1.08M +$262K +2,724 +32%
BBHC
639
Brown Brothers Harriman & Co
New York
$1.08M
IA
640
IFP Advisors
Florida
$1.07M +$6.73K +70 +0.6%
SCA
641
Stillwater Capital Advisors
Pennsylvania
$1.07M +$4.81K +50 +0.5%
RWC
642
Rare Wolf Capital
Washington
$1.07M +$1.07M +11,148 New
SAI
643
Savvy Advisors Inc
New York
$1.07M +$90.1K +937 +9%
KCM
644
Kendall Capital Management
Maryland
$1.06M +$500K +5,200 +90%
BEI
645
Benjamin Edwards Inc
Missouri
$1.06M -$173K -1,796 -14%
AFO
646
Arrowroot Family Office
California
$1.05M +$69.8K +726 +7%
LGW
647
Leslie Global Wealth
Illinois
$1.05M +$35.2K +366 +3%
WWA
648
WCG Wealth Advisors
Nevada
$1.05M +$1.05M +10,918 New
CAM
649
Columbia Asset Management
Michigan
$1.05M
DSC
650
Duncker Streett & Co
Missouri
$1.04M